Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
|
|||||
|
2025
Q2 | $755K | Sell |
|
|||||
|
2025
Q1 | $2.01M | Buy |
|
|||||
|
2024
Q4 | $980K | Sell |
|
|||||
|
2024
Q3 | $1.09M | Buy |
|
|||||
|
2024
Q2 | $343K | Sell |
|
|||||
|
2024
Q1 | $443K | Sell |
|
|||||
|
2023
Q4 | $451K | Buy |
|
|||||
|
2023
Q3 | $397K | Sell |
|
|||||
|
2023
Q2 | $639K | Sell |
|
|||||
|
2023
Q1 | $1.04M | Buy |
|
|||||
|
2022
Q4 | $1.08M | Sell |
|
|||||
|
2022
Q3 | $1.76M | Buy |
|
|||||
|
2022
Q2 | $1.73M | Sell |
|
|||||
|
2022
Q1 | $2.15M | Buy |
|
|||||
|
2021
Q4 | $603K | Sell |
|
|||||
|
2021
Q3 | $3.17M | Buy |
|
|||||
|
2021
Q2 | $445K | Buy |
|
|||||
|
2021
Q1 | $341K | Buy |
|
|||||
|
2020
Q4 | $276K | Sell |
|
|||||
|
2020
Q3 | $527K | Sell |
|
|||||
|
2020
Q2 | $600K | Sell |
|
|||||
|
2020
Q1 | $673K | Sell |
|
|||||
|
2019
Q4 | $1.15M | Sell |
|
|||||
|
2019
Q3 | $1.39M | Buy |
|
|||||
|
2019
Q2 | $1.25M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $907K | Sell |
|
|||||
|
2018
Q3 | $4.9M | Buy |
|
|||||
|
2018
Q2 | $372K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $227K | Sell |
|
|||||
|
2017
Q3 | $300K | Buy |
|