Great Valley Advisor Group’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 | $2.07M | Sell |
|
|||||
|
2025
Q2 | $1.96M | Sell |
|
|||||
|
2025
Q1 | $1.99M | Buy |
|
|||||
|
2024
Q4 | $1.8M | Sell |
|
|||||
|
2024
Q3 | $3.53M | Buy |
|
|||||
|
2024
Q2 | $772K | Sell |
|
|||||
|
2024
Q1 | $798K | Sell |
|
|||||
|
2023
Q4 | $787K | Sell |
|
|||||
|
2023
Q3 | $761K | Buy |
|
|||||
|
2023
Q2 | $762K | Sell |
|
|||||
|
2023
Q1 | $818K | Sell |
|
|||||
|
2022
Q4 | $2.79M | Sell |
|
|||||
|
2022
Q3 | $3.13M | Buy |
|
|||||
|
2022
Q2 | $875K | Buy |
|
|||||
|
2022
Q1 | $781K | Buy |
|
|||||
|
2021
Q4 | $561K | Buy |
|
|||||
|
2021
Q3 | $509K | Sell |
|
|||||
|
2021
Q2 | $634K | Buy |
|
|||||
|
2021
Q1 | $615K | Sell |
|
|||||
|
2020
Q4 | $716K | Sell |
|
|||||
|
2020
Q3 | $734K | Sell |
|
|||||
|
2020
Q2 | $821K | Buy |
|
|||||
|
2020
Q1 | $780K | Buy |
|
|||||
|
2019
Q4 | $661K | Sell |
|
|||||
|
2019
Q3 | $710K | Buy |
|
|||||
|
2019
Q2 | $648K | Buy |
|