Donaldson Capital 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 | $326K | Hold |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $680K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $288K | Sell |
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|
2016
Q2 | $330K | Sell |
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|
2016
Q1 | $319K | Buy |
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|
2015
Q4 | $226K | Buy |
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