Family Investment Center’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
$510K Sell
2025
Q1
$549K Buy
2024
Q4
$241K Buy
2024
Q3
$246K Buy
2024
Q2
$203K Buy
2024
Q1
Sell
2023
Q4
$223K Sell
2023
Q3
$255K Sell
2023
Q2
$454K Sell
2023
Q1
$626K Sell
2022
Q4
$4.27M Buy