Asset Advisors Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $827K | Sell |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $3.38M | Sell |
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|
2023
Q3 | $3.74M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $4.23M | Sell |
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|
2022
Q4 | $4.47M | Buy |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $203K | Buy |
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