Berkshire Asset Management’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 | $288K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $623K | Hold |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $253K | Buy |
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