J. Goldman & Co’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
Q1 | – | Sell |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $6.13M | Buy |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $3.96M | Buy |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $3.24M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.28M | Buy |
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|
2018
Q3 | $369K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4.18M | Buy |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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|
2013
Q3 | – | Hold |
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|
2013
Q2 | – | Hold |
|