Fisher Asset 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
$402K Buy
2025
Q2
$355K Buy
2024
Q1
Sell
2023
Q4
$310K Sell
2023
Q3
$1.72M Sell
2023
Q2
$1.97M Buy
2023
Q1
$1.98M Sell
2022
Q4
$2.24M Sell
2022
Q3
$2.29M Sell
2022
Q2
$4.53M Sell
2022
Q1
$5.18M Sell
2021
Q4
$5.07M Sell
2021
Q3
$4.66M Buy