HB Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $834K | Sell |
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|
2025
Q1 | $983K | Buy |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $221K | Buy |
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