Freedom Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Sell |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $661K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $575K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.33M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $993K | Buy |
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|
2018
Q4 | $699K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $368K | Sell |
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|
2017
Q3 | $400K | Sell |
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|
2017
Q2 | $400K | Sell |
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|
2017
Q1 | $428K | Sell |
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|
2016
Q4 | $430K | Buy |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $1.56M | Sell |
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|
2016
Q1 | $4.9M | Buy |
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|
2015
Q4 | $276K | Sell |
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|
2015
Q3 | $8.75M | Buy |
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|
2015
Q2 | $1.04M | Buy |
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|
2015
Q1 | $471K | Sell |
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|
2014
Q4 | $702K | Buy |
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|
2014
Q3 | $254K | Sell |
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|
2014
Q2 | $323K | Buy |
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