Kestra Private Wealth Services’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 | $4.18M | Buy |
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|
2025
Q2 | $3.88M | Buy |
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|
2025
Q1 | $3.64M | Buy |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.73M | Buy |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.11M | Sell |
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|
2023
Q4 | $3.16M | Buy |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $2.22M | Buy |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.94M | Sell |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $4.23M | Buy |
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|
2020
Q3 | $2.46M | Buy |
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