Dakota Wealth Management’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 | $9.13M | Sell |
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|
2025
Q2 | $9.01M | Sell |
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|
2025
Q1 | $9.08M | Buy |
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|
2024
Q4 | $8.21M | Buy |
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|
2024
Q3 | $8.29M | Sell |
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|
2024
Q2 | $7.16M | Buy |
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|
2024
Q1 | $6.65M | Sell |
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|
2023
Q4 | $6.57M | Sell |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $6.71M | Buy |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $4.04M | Buy |
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