Essex LLC’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 | $1.11M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q2 | $737K | Buy |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $531K | Hold |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $361K | Buy |
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