KG&L Capital 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
$485K Sell
2025
Q2
$466K Buy
2025
Q1
$447K Buy
2024
Q4
$405K Buy
2024
Q3
$386K Sell
2024
Q2
$327K Buy
2024
Q1
$268K Buy
2023
Q4
$249K Buy
2023
Q3
$209K Buy
2023
Q2
$213K Buy
2023
Q1
$216K Buy
2022
Q4
$219K Buy
2022
Q3
Sell
2022
Q2
$213K Sell
2022
Q1
$227K Sell
2021
Q4
$219K Buy