Edgewood 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 | $7.47M | Sell |
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|
2025
Q2 | $7.21M | Hold |
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|
2025
Q1 | $6.96M | Hold |
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|
2024
Q4 | $6.68M | Hold |
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|
2024
Q3 | $7.13M | Hold |
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|
2024
Q2 | $6.02M | Sell |
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|
2024
Q1 | $5.81M | Hold |
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|
2023
Q4 | $5.6M | Hold |
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|
2023
Q3 | $5.21M | Hold |
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|
2023
Q2 | $5.79M | Hold |
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|
2023
Q1 | $5.99M | Buy |
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|
2022
Q4 | $5.84M | Hold |
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|
2022
Q3 | $5.42M | Hold |
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|
2022
Q2 | $5.8M | Hold |
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|
2022
Q1 | $6.16M | Hold |
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|
2021
Q4 | $5.92M | Hold |
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|
2021
Q3 | $5.29M | Sell |
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|
2021
Q2 | $5.33M | Hold |
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|
2021
Q1 | $5.39M | Sell |
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|
2020
Q4 | $5.3M | Hold |
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|
2020
Q3 | $5.02M | Sell |
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|
2020
Q2 | $6.32M | Sell |
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|
2020
Q1 | $6.24M | Hold |
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|
2019
Q4 | $7.28M | Buy |
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|
2019
Q3 | $7.07M | Hold |
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|
2019
Q2 | $6.51M | Sell |
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|
2019
Q1 | $6.53M | Hold |
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|
2018
Q4 | $5.94M | Sell |
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|
2018
Q3 | $6.06M | Hold |
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|
2018
Q2 | $5.98M | Hold |
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|
2018
Q1 | $5.81M | Sell |
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|
2017
Q4 | $6.12M | Hold |
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|
2017
Q3 | $6.17M | Sell |
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|
2017
Q2 | $6.2M | Hold |
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|
2017
Q1 | $6.12M | Sell |
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|
2016
Q4 | $5.98M | Sell |
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|
2016
Q3 | $6.16M | Sell |
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|
2016
Q2 | $6.69M | Hold |
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|
2016
Q1 | $6.33M | Sell |
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|
2015
Q4 | $5.58M | Sell |
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|
2015
Q3 | $5.93M | Sell |
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|
2015
Q2 | $5.86M | Hold |
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|
2015
Q1 | $6.28M | Sell |
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|
2014
Q4 | $6.67M | Hold |
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|
2014
Q3 | $5.95M | Sell |
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|
2014
Q2 | $6.34M | Sell |
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|
2014
Q1 | $6.22M | Sell |
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|
2013
Q4 | $5.78M | Sell |
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|
2013
Q3 | $5.97M | Sell |
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|
2013
Q2 | $6.05M | Buy |
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