Claro Advisors’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 | $613K | Buy |
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|
2025
Q1 | $533K | Buy |
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|
2024
Q4 | $487K | Buy |
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|
2024
Q3 | $335K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $868K | Hold |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $673K | Hold |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | $597K | Buy |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $561K | Buy |
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|
2020
Q4 | $544K | Buy |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $544K | Sell |
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|
2020
Q1 | $621K | Buy |
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|
2019
Q4 | $624K | Buy |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $434K | Buy |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $265K | Buy |
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