Cutler Investment Counsel’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
6,319
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $498K | Hold |
6,319
| – | – | 0.06% | 98 |
|
|
2024
Q4 | $478K | Hold |
6,319
| – | – | 0.06% | 98 |
|
|
2024
Q3 | $510K | Sell |
6,319
-200
| -3% | -$16.2K | 0.06% | 94 |
|
|
2024
Q2 | $444K | Hold |
6,519
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $428K | Hold |
6,519
| – | – | 0.06% | 98 |
|
|
2023
Q4 | $413K | Buy |
6,519
+2,619
| +67% | +$166K | 0.06% | 106 |
|
|
2023
Q3 | $230K | Hold |
3,900
| – | – | 0.04% | 119 |
|
|
2023
Q2 | $255K | Hold |
3,900
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $264K | Hold |
3,900
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $275K | Hold |
3,900
| – | – | 0.04% | 115 |
|
|
2022
Q3 | $255K | Hold |
3,900
| – | – | 0.04% | 110 |
|
|
2022
Q2 | $274K | Hold |
3,900
| – | – | 0.04% | 113 |
|
|
2022
Q1 | $290K | Buy |
+3,900
| New | +$290K | 0.04% | 118 |
|