D. Scott Neal’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
$2.93M Buy
2025
Q2
$2.5M Buy
2025
Q1
$2.28M Buy
2024
Q4
Sell
2024
Q3
$16.9M Buy
2023
Q3
Sell
2023
Q2
$7.75M Sell
2023
Q1
$8.17M Buy
2022
Q4
$5.62M Buy
2022
Q3
$5.2M Buy
2022
Q2
$2.18M Buy