Charles Schwab’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 | $8.19M | Sell |
|
|||||
|
2025
Q2 | $7.89M | Sell |
|
|||||
|
2025
Q1 | $7.94M | Buy |
|
|||||
|
2024
Q4 | $7.19M | Sell |
|
|||||
|
2024
Q3 | $8.11M | Sell |
|
|||||
|
2024
Q2 | $7.07M | Buy |
|
|||||
|
2024
Q1 | $2.87M | Sell |
|
|||||
|
2023
Q4 | $2.85M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $59.2M | Sell |
|
|||||
|
2020
Q3 | $58M | Buy |
|