Cavalier Investments’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
Q2 | – | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.51M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $744K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $12.7M | Buy |
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|
2019
Q2 | $3.98M | Sell |
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|
2019
Q1 | $8.95M | Sell |
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|
2018
Q4 | $19.3M | Buy |
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|
2018
Q3 | $13.6M | Buy |
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|
2018
Q2 | $3.84M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.95M | Buy |
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|
2017
Q3 | $9.24M | Hold |
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|
2017
Q2 | $9.05M | Hold |
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|
2017
Q1 | $8.94M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8.29M | Sell |
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|
2016
Q2 | $12.4M | Buy |
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|
2016
Q1 | $675K | Buy |
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