Avantax Advisory Services’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 | $19.9M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $4.35M | Sell |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $4.91M | Sell |
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|
2023
Q4 | $4.9M | Buy |
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|
2023
Q3 | $4.51M | Buy |
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|
2023
Q2 | $4.45M | Buy |
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|
2023
Q1 | $3.75M | Sell |
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|
2022
Q4 | $5.47M | Sell |
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|
2022
Q3 | $5.74M | Buy |
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|
2022
Q2 | $4.82M | Buy |
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|
2022
Q1 | $2.15M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.32M | Sell |
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|
2020
Q3 | $6.19M | Buy |
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|
2020
Q2 | $2.39M | Buy |
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|
2020
Q1 | $2.22M | Sell |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q3 | $2.41M | Buy |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $318K | Buy |
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