Farther Finance 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
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $802K | Buy |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $181K | Buy |
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|
2024
Q1 | $154K | Buy |
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|
2023
Q4 | $69.5K | Sell |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $199K | Sell |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $306K | Buy |
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