HBW Advisory Services’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 | $1.04M | Buy |
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|
2025
Q2 | $885K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $652K | Buy |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $271K | Sell |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $294K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $433K | Sell |
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|
2019
Q3 | $993K | Buy |
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