Clarity Financial’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 | $13.7M | Sell |
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|
2025
Q2 | $14M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $9.98M | Buy |
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|
2024
Q2 | $8.18M | Buy |
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|
2024
Q1 | $7.87M | Sell |
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|
2023
Q4 | $7.68M | Sell |
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|
2023
Q3 | $7.32M | Buy |
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|
2023
Q2 | $7.86M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.92M | Buy |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $8.07M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $10.2M | Sell |
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|
2021
Q3 | $9.12M | Buy |
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|
2021
Q2 | $4.56M | Buy |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $10.9M | Buy |
|