Ferguson Wellman Capital 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 | $266K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $8.3M | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.36M | Hold |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $708K | Sell |
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|
2019
Q3 | $745K | Sell |
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|
2019
Q2 | $709K | Sell |
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|
2019
Q1 | $697K | Sell |
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|
2018
Q4 | $665K | Buy |
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|
2018
Q3 | $648K | Sell |
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|
2018
Q2 | $678K | Buy |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $357K | Buy |
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|
2017
Q3 | $251K | Buy |
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|
2017
Q2 | $236K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $473K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $753K | Buy |
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|
2015
Q3 | $303K | Hold |
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|
2015
Q2 | $290K | Hold |
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|
2015
Q1 | $311K | Sell |
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|
2014
Q4 | $338K | Buy |
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|
2014
Q3 | $295K | Hold |
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|
2014
Q2 | $310K | Hold |
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|
2014
Q1 | $290K | Sell |
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|
2013
Q4 | $1.61M | Buy |
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