Financial & Tax Architects’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 | $1.34M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $966K | Buy |
|
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|
2024
Q4 | $789K | Buy |
|
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|
2024
Q3 | $779K | Sell |
|
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|
2024
Q2 | $719K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $1.23M | Sell |
|
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.57M | Buy |
|
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|
2022
Q1 | $1.6M | Buy |
|
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $919K | Buy |
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|
2021
Q2 | $674K | Buy |
|