Blue Chip 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 | $314K | Buy |
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|
2025
Q2 | $250K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $196K | Buy |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $197K | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $488K | Buy |
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