J. Safra Asset Management’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 | $1.64M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $850K | Buy |
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|
2024
Q4 | $503K | Sell |
|
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|
2024
Q3 | $40.2M | Buy |
|
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|
2024
Q2 | $33.3M | Buy |
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|
2024
Q1 | $31.4M | Buy |
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|
2023
Q4 | $5.83K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $16.4M | Sell |
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|
2021
Q1 | $20.4M | Buy |
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|
2020
Q4 | $15.2M | Buy |
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|
2020
Q3 | $4.83M | Sell |
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|
2020
Q2 | $4.61M | Sell |
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|
2020
Q1 | $74.2M | Buy |
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|
2019
Q4 | $4.83M | Buy |
|