Brandywine Oak Private Wealth’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
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $343K | Sell |
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|
2020
Q4 | $346K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $42K | Buy |
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