Berkeley Capital Partners’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 | $267K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $704K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $312K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $348K | Buy |
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|
2018
Q3 | $256K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $660K | Buy |
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