H&H Retirement Design & Management’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 | $4.61M | Sell |
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|
2025
Q2 | $4.44M | Buy |
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|
2025
Q1 | $3.82M | Buy |
|
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|
2024
Q4 | $4.02M | Sell |
|
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|
2024
Q3 | $4.18M | Buy |
|
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.42M | Sell |
|
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|
2023
Q4 | $3.55M | Buy |
|
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|
2023
Q3 | $2.97M | Sell |
|
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|
2023
Q2 | $3.37M | Sell |
|
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|
2023
Q1 | $3.55M | Buy |
|