EP Wealth Advisors’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 | $7.11M | Buy |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $3.73M | Sell |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.26M | Sell |
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|
2023
Q4 | $3.52M | Sell |
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|
2023
Q3 | $3.29M | Sell |
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|
2023
Q2 | $3.6M | Buy |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $146K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $281K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $466K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $261K | Buy |
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