James Investment Research’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 | $485K | Hold |
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|
2025
Q2 | $455K | Hold |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $18K | Sell |
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|
2022
Q4 | $24K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $38K | Sell |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $186K | Sell |
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|
2020
Q3 | $188K | Sell |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $21K | Sell |
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|
2018
Q2 | $57K | Sell |
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|
2018
Q1 | $76K | Buy |
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|
2017
Q4 | $42K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $14K | Hold |
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|
2013
Q2 | $14K | Buy |
|