Fort Sheridan 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 | $582K | Hold |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $528K | Hold |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $860K | Sell |
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|
2023
Q4 | $980K | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.41M | Hold |
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|
2022
Q2 | $2.58M | Hold |
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|
2022
Q1 | $2.74M | Buy |
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|
2021
Q4 | $2.58M | Sell |
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|
2021
Q3 | $2.51M | Sell |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $579K | Sell |
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|
2020
Q3 | $827K | Buy |
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|
2020
Q2 | $402K | Buy |
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