Crewe Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69.6K | Buy |
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|
2025
Q2 | $57.8K | Buy |
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|
2025
Q1 | $47.9K | Sell |
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|
2024
Q4 | $179K | Hold |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $23.7K | Buy |
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|
2024
Q1 | $15.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $26.5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $75K | Buy |
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