Global Retirement Partners’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 | $2.59M | Sell |
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|
2025
Q2 | $3.45M | Buy |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $3.27M | Sell |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $3.05M | Sell |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $544K | Buy |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $185K | Buy |
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|
2018
Q4 | $165K | Hold |
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|
2018
Q3 | $165K | Buy |
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|
2018
Q2 | $122K | Hold |
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|
2018
Q1 | $118K | Sell |
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|
2017
Q4 | $231K | Buy |
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|
2017
Q3 | $192K | Hold |
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|
2017
Q2 | $188K | Sell |
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|
2017
Q1 | $278K | Buy |
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|
2016
Q4 | $61K | Buy |
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