Householder Group Estate & Retirement Specialist’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
2024
Q4
$542K Sell
2024
Q3
$637K Sell
2024
Q2
$777K Buy
2024
Q1
$274K Sell
2023
Q4
$271K Sell
2023
Q3
$446K Buy
2023
Q1
$395K Buy
2022
Q4
Sell
2022
Q3
$404K Buy
2022
Q2
$311K Buy
2022
Q1
$320K Sell
2021
Q4
$310K Buy