CRA Financial Services’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 | $1.03M | Sell |
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|
2025
Q2 | $987K | Sell |
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|
2025
Q1 | $980K | Sell |
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|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $830K | Hold |
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|
2024
Q1 | $799K | Buy |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $589K | Hold |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $689K | Buy |
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|
2022
Q4 | $713K | Hold |
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|
2022
Q3 | $663K | Hold |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $772K | Hold |
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|
2021
Q4 | $742K | Sell |
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|
2021
Q3 | $688K | Sell |
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|
2021
Q2 | $687K | Sell |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $709K | Sell |
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|
2020
Q3 | $716K | Hold |
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|
2020
Q2 | $681K | Hold |
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|
2020
Q1 | $669K | Hold |
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|
2019
Q4 | $780K | Hold |
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|
2019
Q3 | $781K | Sell |
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|
2019
Q2 | $743K | Hold |
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|
2019
Q1 | $724K | Hold |
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|
2018
Q4 | $659K | Buy |
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