Benjamin Edwards Inc’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 | $6.43M | Sell |
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|
2025
Q2 | $6.14M | Buy |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $7.51M | Buy |
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|
2024
Q3 | $7.5M | Buy |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $144K | Buy |
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|
2021
Q3 | $98K | Sell |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $93K | Buy |
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|
2020
Q4 | $85K | Buy |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $64K | Buy |
|