Bailard’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 | $583K | Hold |
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|
2025
Q2 | $546K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $223K | Hold |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $208K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $213K | Hold |
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|
2016
Q1 | $201K | Buy |
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