Atria Investments’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
Q3 | $8.82M | Buy |
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|
2025
Q2 | $7.8M | Sell |
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|
2025
Q1 | $8.28M | Sell |
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|
2024
Q4 | $8.86M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $8.6M | Sell |
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|
2024
Q1 | $9.39M | Buy |
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|
2023
Q4 | $7.18M | Buy |
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|
2023
Q3 | $5.39M | Buy |
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|
2023
Q2 | $5.42M | Sell |
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|
2023
Q1 | $7.44M | Buy |
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|
2022
Q4 | $5.22M | Buy |
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|
2022
Q3 | $4.78M | Buy |
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|
2022
Q2 | $4.02M | Buy |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.75M | Sell |
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|
2021
Q3 | $5.1M | Buy |
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|
2021
Q2 | $4.6M | Sell |
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|
2021
Q1 | $4.93M | Sell |
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|
2020
Q4 | $6.24M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.39M | Sell |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $4.98M | Buy |
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|
2019
Q2 | $2.06M | Sell |
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|
2019
Q1 | $4.67M | Buy |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $426K | Sell |
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|
2018
Q2 | $536K | Sell |
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|
2018
Q1 | $901K | Sell |
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|
2017
Q4 | $1.22M | Sell |
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|
2017
Q3 | $2.97M | Buy |
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|
2017
Q2 | $2.69M | Buy |
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|
2017
Q1 | $2.43M | Buy |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $231K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $636K | Sell |
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|
2015
Q2 | $999K | Sell |
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|
2015
Q1 | $1.37M | Buy |
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|
2014
Q4 | $910K | Buy |
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|
2014
Q3 | $435K | Sell |
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|
2014
Q2 | $508K | Sell |
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|
2014
Q1 | $648K | Sell |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.13M | Buy |
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|
2013
Q2 | $1.11M | Buy |
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