Hamel Associates’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
Q2 | $3.56M | Sell |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $2.98M | Hold |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $3.63M | Sell |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $5.68M | Sell |
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|
2022
Q4 | $6.2M | Sell |
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|
2022
Q3 | $5.9M | Sell |
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|
2022
Q2 | $6.43M | Sell |
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|
2022
Q1 | $7M | Sell |
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|
2021
Q4 | $6.74M | Hold |
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|
2021
Q3 | $6.01M | Sell |
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|
2021
Q2 | $6M | Sell |
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|
2021
Q1 | $6.2M | Sell |
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|
2020
Q4 | $6.41M | Sell |
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|
2020
Q3 | $6.36M | Hold |
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|
2020
Q2 | $6.04M | Sell |
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|
2020
Q1 | $5.99M | Sell |
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|
2019
Q4 | $7.05M | Sell |
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|
2019
Q3 | $7.11M | Sell |
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|
2019
Q2 | $6.57M | Sell |
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|
2019
Q1 | $6.43M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $213K | Buy |
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