Girard Partners’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
2024
Q2
$337K Sell
2024
Q1
$375K Sell
2023
Q4
$1.95M Buy
2022
Q4
Sell
2022
Q3
$241K Hold
2022
Q2
$258K Buy
2022
Q1
$249K Sell
2021
Q4
$415K Buy
2021
Q1
Sell
2020
Q4
$214K Buy
2018
Q4
Sell
2018
Q3
$99K Buy