Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.78M | Buy |
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|
2025
Q4 | $5.29M | Buy |
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|
2025
Q3 | $4.18M | Sell |
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|
2025
Q2 | $5.33M | Buy |
|
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|
2025
Q1 | $4.59M | Sell |
|
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|
2024
Q4 | $7.6M | Buy |
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|
2024
Q3 | $7.33M | Buy |
|
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|
2024
Q2 | $4.9M | Buy |
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|
2024
Q1 | $4.15M | Sell |
|
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|
2023
Q4 | $5.24M | Buy |
|
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|
2023
Q3 | $3.94M | Sell |
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|
2023
Q2 | $4.8M | Sell |
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|
2023
Q1 | $5.1M | Buy |
|
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $4.62M | Buy |
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|
2022
Q2 | $2.73M | Buy |
|
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.53M | Buy |
|
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|
2021
Q3 | $970K | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.38M | Buy |
|
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $816K | Buy |
|