Aspiriant LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Hold |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $234K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $203K | Buy |
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