J. Safra Sarasin Holding’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
$1.41M Hold
2025
Q2
$1.32M Buy
2025
Q1
$760K Sell
2024
Q4
$1.08M Buy
2024
Q3
$783K Hold
2024
Q2
$664K Buy