Chicago Partners Investment Group’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 | $902K | Sell |
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|
2025
Q2 | $894K | Sell |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $387K | Buy |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | $361K | Hold |
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|
2019
Q1 | $344K | Hold |
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|
2018
Q4 | $321K | Hold |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $312K | Hold |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $316K | Hold |
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|
2017
Q3 | $318K | Hold |
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|
2017
Q2 | $291K | Hold |
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|
2017
Q1 | $308K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Buy |
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