KG&L Capital Management’s State Street Utilities Select Sector SPDR ETF 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