BTR Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

BTR Capital Management’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$742K	Sell
2022 Q2	$822K	Sell
2022 Q1	$903K	Hold
2021 Q4	$868K	Hold
2021 Q3	$774K	Sell
2021 Q2	$768K	Buy
2021 Q1	$762K	Hold
2020 Q4	$746K	Sell
2020 Q3	$760K	Hold
2020 Q2	$722K	Sell
2020 Q1	$756K	Hold
2019 Q4	$882K	Hold
2019 Q3	$883K	Hold
2019 Q2	$814K	Hold
2019 Q1	$794K	Sell
2018 Q4	$742K	Sell
2018 Q3	$779K	Hold
2018 Q2	$769K	Hold
2018 Q1	$748K	Sell
2017 Q4	$785K	Sell
2017 Q3	$804K	Sell
2017 Q2	$803K	Sell
2017 Q1	$816K	Sell
2016 Q4	$845K	Hold
2016 Q3	$845K	Hold
2016 Q2	$905K	Sell
2016 Q1	$861K	Sell
2015 Q4	$804K	Sell
2015 Q3	$862K	Sell
2015 Q2	$862K	Sell
2015 Q1	$995K	Sell
2014 Q4	$1.11M	Sell
2014 Q3	$1.15M	Sell
2014 Q2	$1.24M	Sell
2014 Q1	$1.17M	Sell
2013 Q4	$1.08M	Buy
2013 Q3	$1.05M	Sell
2013 Q2	$1.1M	Buy