HBK Sorce Advisory’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 | $2.38M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $818K | Sell |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $870K | Sell |
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|
2021
Q4 | $840K | Buy |
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|
2021
Q3 | $601K | Sell |
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|
2021
Q2 | $621K | Sell |
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|
2021
Q1 | $775K | Buy |
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|
2020
Q4 | $731K | Buy |
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|
2020
Q3 | $692K | Buy |
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|
2020
Q2 | $461K | Sell |
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|
2020
Q1 | $488K | Buy |
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|
2019
Q4 | $531K | Sell |
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|
2019
Q3 | $546K | Buy |
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|
2019
Q2 | $470K | Hold |
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|
2019
Q1 | $459K | Sell |
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|
2018
Q4 | $418K | Buy |
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|
2018
Q3 | $415K | Sell |
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|
2018
Q2 | $415K | Sell |
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|
2018
Q1 | $406K | Hold |
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|
2017
Q4 | $424K | Buy |
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