Creative Planning’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 | $9.2M | Buy |
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|
2025
Q2 | $8.22M | Buy |
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|
2025
Q1 | $7.62M | Buy |
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|
2024
Q4 | $6.81M | Buy |
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|
2024
Q3 | $5.84M | Buy |
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|
2024
Q2 | $4.76M | Buy |
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|
2024
Q1 | $4.55M | Buy |
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|
2023
Q4 | $4.19M | Sell |
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|
2023
Q3 | $4.08M | Buy |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $4.91M | Sell |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $5.37M | Buy |
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|
2022
Q1 | $4.12M | Sell |
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|
2021
Q4 | $3.98M | Sell |
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|
2021
Q3 | $3.99M | Sell |
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|
2021
Q2 | $4.12M | Sell |
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|
2021
Q1 | $4.31M | Buy |
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|
2020
Q4 | $3.72M | Buy |
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|
2020
Q3 | $3.52M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.55M | Buy |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.16M | Buy |
|
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.17M | Buy |
|
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.26M | Buy |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.65M | Buy |
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|
2016
Q3 | $899K | Sell |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.49M | Buy |
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|
2015
Q4 | $727K | Sell |
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|
2015
Q3 | $975K | Buy |
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|
2015
Q2 | $593K | Sell |
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|
2015
Q1 | $775K | Sell |
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|
2014
Q4 | $917K | Buy |
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|
2014
Q3 | $528K | Sell |
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|
2014
Q2 | $576K | Buy |
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|
2014
Q1 | $537K | Buy |
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|
2013
Q4 | $432K | Buy |
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|
2013
Q3 | $331K | Sell |
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|
2013
Q2 | $416K | Buy |
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