Evanson 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
Q3 | $601K | Buy |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $623K | Buy |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $635K | Buy |
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q3 | $549K | Buy |
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $623K | Buy |
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|
2020
Q3 | $587K | Sell |
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|
2020
Q2 | $774K | Buy |
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|
2020
Q1 | $729K | Buy |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $695K | Buy |
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|
2019
Q2 | $583K | Buy |
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|
2019
Q1 | $561K | Sell |
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|
2018
Q4 | $527K | Buy |
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|
2018
Q3 | $523K | Sell |
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|
2018
Q2 | $532K | Buy |
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|
2018
Q1 | $516K | Sell |
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|
2017
Q4 | $629K | Buy |
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|
2017
Q3 | $620K | Buy |
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|
2017
Q2 | $606K | Buy |
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|
2017
Q1 | $597K | Buy |
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|
2016
Q4 | $564K | Sell |
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|
2016
Q3 | $584K | Sell |
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|
2016
Q2 | $630K | Sell |
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|
2016
Q1 | $631K | Buy |
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|
2015
Q4 | $550K | Sell |
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|
2015
Q3 | $640K | Buy |
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|
2015
Q2 | $611K | Sell |
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|
2015
Q1 | $715K | Buy |
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|
2014
Q4 | $760K | Buy |
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|
2014
Q3 | $471K | Sell |
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|
2014
Q2 | $505K | Buy |
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|
2014
Q1 | $445K | Sell |
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|
2013
Q4 | $435K | Buy |
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