Farmers & Merchants Investments Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.9K | Hold |
346
| – | – | ﹤0.01% | 639 |
|
|
2025
Q4 | $14.8K | Hold |
346
| – | – | ﹤0.01% | 636 |
|
|
2025
Q3 | $15.1K | Hold |
346
| – | – | ﹤0.01% | 628 |
|
|
2025
Q2 | $14.1K | Hold |
346
| – | – | ﹤0.01% | 634 |
|
|
2025
Q1 | $13.6K | Sell |
346
-248
| -42% | -$9.69K | ﹤0.01% | 622 |
|
|
2024
Q4 | $22.5K | Buy |
594
+254
| +75% | +$10.1K | ﹤0.01% | 555 |
|
|
2024
Q3 | $13.7K | Sell |
340
-800
| -70% | -$29.7K | ﹤0.01% | 647 |
|
|
2024
Q2 | $38.8K | Sell |
1,140
-400
| -26% | -$13.7K | ﹤0.01% | 465 |
|
|
2024
Q1 | $50.6K | Hold |
1,540
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $48.8K | Sell |
1,540
-486
| -24% | -$14.9K | ﹤0.01% | 395 |
|
|
2023
Q3 | $59.7K | Hold |
2,026
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $66.3K | Hold |
2,026
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $68.6K | Hold |
2,026
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $71.4K | Hold |
2,026
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $66K | Sell |
2,026
-14
| -0.7% | -$513 | ﹤0.01% | 382 |
|
|
2022
Q2 | $72K | Buy |
2,040
+800
| +65% | +$29K | ﹤0.01% | 368 |
|
|
2022
Q1 | $46K | Hold |
1,240
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $44K | Sell |
1,240
-100
| -7% | -$3.37K | ﹤0.01% | 442 |
|
|
2021
Q3 | $43K | Hold |
1,340
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $42K | Hold |
1,340
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $43K | Sell |
1,340
-100
| -7% | -$3.1K | ﹤0.01% | 353 |
|
|
2020
Q4 | $45K | Hold |
1,440
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $43K | Hold |
1,440
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $41K | Hold |
1,440
| – | – | ﹤0.01% | 333 |
|
|
2020
Q1 | $40K | Sell |
1,440
-692
| -32% | -$22.1K | ﹤0.01% | 311 |
|
|
2019
Q4 | $69K | Sell |
2,132
-350
| -14% | -$11.1K | ﹤0.01% | 290 |
|
|
2019
Q3 | $80K | Buy |
2,482
+882
| +55% | +$27.2K | 0.01% | 277 |
|
|
2019
Q2 | $48K | Hold |
1,600
| – | – | ﹤0.01% | 330 |
|
|
2019
Q1 | $47K | Hold |
1,600
| – | – | ﹤0.01% | 324 |
|
|
2018
Q4 | $42K | Sell |
1,600
-2,200
| -58% | -$59.8K | ﹤0.01% | 323 |
|
|
2018
Q3 | $100K | Buy |
3,800
+2,000
| +111% | +$53.1K | 0.01% | 272 |
|
|
2018
Q2 | $47K | Hold |
1,800
| – | – | ﹤0.01% | 333 |
|
|
2018
Q1 | $45K | Hold |
1,800
| – | – | ﹤0.01% | 335 |
|
|
2017
Q4 | $47K | Hold |
1,800
| – | – | ﹤0.01% | 333 |
|
|
2017
Q3 | $48K | Hold |
1,800
| – | – | ﹤0.01% | 322 |
|
|
2017
Q2 | $47K | Hold |
1,800
| – | – | ﹤0.01% | 338 |
|
|
2017
Q1 | $46K | Sell |
1,800
-1,450
| -45% | -$36.2K | ﹤0.01% | 320 |
|
|
2016
Q4 | $79K | Sell |
3,250
-500
| -13% | -$11.9K | 0.01% | 302 |
|
|
2016
Q3 | $92K | Hold |
3,750
| – | – | 0.01% | 255 |
|
|
2016
Q2 | $98K | Hold |
3,750
| – | – | 0.01% | 234 |
|
|
2016
Q1 | $93K | Hold |
3,750
| – | – | 0.01% | 235 |
|
|
2015
Q4 | $81K | Sell |
3,750
-400
| -10% | -$8.67K | 0.01% | 253 |
|
|
2015
Q3 | $90K | Buy |
4,150
+1,200
| +41% | +$25.8K | 0.01% | 240 |
|
|
2015
Q2 | $61K | Hold |
2,950
| – | – | 0.01% | 271 |
|
|
2015
Q1 | $66K | Hold |
2,950
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $70K | Hold |
2,950
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $62K | Hold |
2,950
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $65K | Hold |
2,950
| – | – | 0.01% | 260 |
|
|
2014
Q1 | $61K | Hold |
2,950
| – | – | 0.01% | 267 |
|
|
2013
Q4 | $56K | Sell |
2,950
-200
| -6% | -$3.83K | 0.01% | 279 |
|
|
2013
Q3 | $59K | Sell |
3,150
-400
| -11% | -$7.62K | 0.01% | 271 |
|
|
2013
Q2 | $67K | Buy |
+3,550
| New | +$69.6K | 0.01% | 264 |
|
Other funds holding XLU
