Cladis Investment Advisory’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 | $1.25M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $871K | Buy |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $718K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $516K | Buy |
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