Envestnet Asset 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
Q2 | $111M | Buy |
|
|||||
|
2025
Q1 | $75.1M | Sell |
|
|||||
|
2024
Q4 | $74.6M | Sell |
|
|||||
|
2024
Q3 | $306M | Buy |
|
|||||
|
2024
Q2 | $218M | Buy |
|
|||||
|
2024
Q1 | $207M | Sell |
|
|||||
|
2023
Q4 | $206M | Sell |
|
|||||
|
2023
Q3 | $270M | Sell |
|
|||||
|
2023
Q2 | $310M | Buy |
|
|||||
|
2023
Q1 | $302M | Buy |
|
|||||
|
2022
Q4 | $309M | Buy |
|
|||||
|
2022
Q3 | $223M | Buy |
|
|||||
|
2022
Q2 | $98.3M | Buy |
|
|||||
|
2022
Q1 | $93.5M | Sell |
|
|||||
|
2021
Q4 | $91.6M | Buy |
|
|||||
|
2021
Q3 | $81.5M | Buy |
|
|||||
|
2021
Q2 | $66.9M | Sell |
|
|||||
|
2021
Q1 | $69.3M | Buy |
|
|||||
|
2020
Q4 | $64.7M | Buy |
|
|||||
|
2020
Q3 | $59.5M | Buy |
|
|||||
|
2020
Q2 | $55.9M | Sell |
|
|||||
|
2020
Q1 | $70.1M | Sell |
|
|||||
|
2019
Q4 | $89.9M | Sell |
|
|||||
|
2019
Q3 | $109M | Sell |
|
|||||
|
2019
Q2 | $106M | Sell |
|
|||||
|
2019
Q1 | $107M | Sell |
|
|||||
|
2018
Q4 | $117M | Buy |
|
|||||
|
2018
Q3 | $59.6M | Buy |
|
|||||
|
2018
Q2 | $27.8M | Buy |
|
|||||
|
2018
Q1 | $14M | Sell |
|
|||||
|
2017
Q4 | $89.4M | Sell |
|
|||||
|
2017
Q3 | $101M | Sell |
|
|||||
|
2017
Q2 | $110M | Sell |
|
|||||
|
2017
Q1 | $113M | Buy |
|
|||||
|
2016
Q4 | $26.3M | Sell |
|
|||||
|
2016
Q3 | $39.6M | Sell |
|
|||||
|
2016
Q2 | $79.3M | Buy |
|
|||||
|
2016
Q1 | $57.7M | Buy |
|
|||||
|
2015
Q4 | $21.6M | Buy |
|
|||||
|
2015
Q3 | $18.7M | Sell |
|
|||||
|
2015
Q2 | $42.8M | Sell |
|
|||||
|
2015
Q1 | $55.2M | Buy |
|
|||||
|
2014
Q4 | $56.5M | Buy |
|
|||||
|
2014
Q3 | $39.1M | Sell |
|
|||||
|
2014
Q2 | $60.2M | Buy |
|
|||||
|
2014
Q1 | $19.9M | Buy |
|
|||||
|
2013
Q4 | $5.73M | Buy |
|
|||||
|
2013
Q3 | $738K | Sell |
|
|||||
|
2013
Q2 | $5.5M | Buy |
|