Greenleaf Trust’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 | $314K | Buy |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $281K | Hold |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $584K | Hold |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $536K | Hold |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $551K | Hold |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $622K | Sell |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $533K | Hold |
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|
2021
Q2 | $528K | Hold |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $552K | Hold |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $513K | Buy |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $310K | Buy |
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|
2018
Q2 | $293K | Hold |
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|
2018
Q1 | $285K | Hold |
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|
2017
Q4 | $297K | Buy |
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|
2017
Q3 | $292K | Hold |
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|
2017
Q2 | $286K | Hold |
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|
2017
Q1 | $282K | Hold |
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|
2016
Q4 | $267K | Hold |
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|
2016
Q3 | $269K | Hold |
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|
2016
Q2 | $289K | Buy |
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