Fulton Breakefield Broenniman’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
$204K Buy
2015
Q4
Sell
2015
Q3
$1.54M Sell
2015
Q2
$1.49M Buy
2015
Q1
$1.58M Buy
2014
Q4
$1.59M Buy
2014
Q3
$1.41M Buy
2014
Q2
$1.4M Buy
2014
Q1
$1.29M Sell
2013
Q4
$1.2M Sell
2013
Q3
$1.21M Buy
2013
Q2
$1.19M Buy