First Heartland Consultants’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 | $251K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $437K | Sell |
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|
2016
Q3 | $449K | Sell |
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|
2016
Q2 | $779 | Buy |
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|
2016
Q1 | $712K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $66K | Buy |
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