Investment Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Investment Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.19M	Buy
2025 Q1	$3.06M	Buy
2024 Q4	$2.94M	Hold
2024 Q3	$3.13M	Sell
2024 Q2	$2.67M	Hold
2024 Q1	$2.57M	Sell
2023 Q4	$2.54M	Sell
2023 Q3	$2.37M	Hold
2023 Q2	$2.63M	Hold
2023 Q1	$2.72M	Hold
2022 Q4	$2.84M	Sell
2022 Q3	$3.94M	Buy
2022 Q2	$2.79M	Buy
2022 Q1	$2.8M	Hold
2021 Q4	$2.69M	Hold
2021 Q3	$2.4M	Buy
2021 Q2	$2.33M	Buy
2021 Q1	$2.35M	Sell
2020 Q4	$2.31M	Buy
2020 Q3	$2.13M	Buy
2020 Q2	$2.02M	Sell
2020 Q1	$2.05M	Buy
2019 Q4	$2.18M	Sell
2019 Q3	$2.39M	Buy
2019 Q2	$2.2M	Sell
2019 Q1	$2.17M	Buy
2018 Q4	$1.97M	Buy
2018 Q3	$887	Hold
2018 Q2	$1.76M	Hold
2018 Q1	$1.71M	Hold
2017 Q4	$1.78M	Sell
2017 Q3	$2.27M	Hold
2017 Q2	$2.23M	Hold
2017 Q1	$2.2M	Buy
2016 Q4	$2.08M	Sell
2016 Q3	$3.76M	Buy
2016 Q2	$3.11M	Sell
2016 Q1	$3.67M	Buy
2015 Q4	$2.56M	Hold
2015 Q3	$2.56M	Hold
2015 Q2	$2.46M	Sell
2015 Q1	$2.7M	Buy
2014 Q4	$2.87M	Buy