Ategra Capital Management’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
2024
Q3
Sell
2024
Q2
$1.18M Sell
2024
Q1
$1.79M Buy
2023
Q4
$1.71M Buy
2023
Q3
$1.48M Buy
2021
Q2
Sell
2021
Q1
$247K Sell
2020
Q4
$3.81M Sell
2020
Q3
$4.83M Sell
2020
Q2
$5.88M Buy
2020
Q1
$5.01M Buy
2019
Q4
$5.28M Buy
2019
Q3
$4.12M Buy
2019
Q2
$1.64M Sell
2019
Q1
$1.62M Buy