KWMG LLC’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 | $9.89M | Buy |
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|
2025
Q2 | $8.89M | Buy |
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|
2025
Q1 | $8.5M | Buy |
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|
2024
Q4 | $8.1M | Sell |
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|
2024
Q3 | $8.72M | Buy |
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|
2024
Q2 | $7.34M | Buy |
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|
2024
Q1 | $6.93M | Buy |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $5.92M | Buy |
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|
2023
Q2 | $6.31M | Buy |
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|
2023
Q1 | $6.17M | Buy |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $5.78M | Buy |
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|
2022
Q2 | $6.15M | Sell |
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|
2022
Q1 | $6.67M | Buy |
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|
2021
Q4 | $6.22M | Buy |
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|
2021
Q3 | $5.37M | Buy |
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|
2021
Q2 | $5.14M | Buy |
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|
2021
Q1 | $4.91M | Buy |
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|
2020
Q4 | $3.91M | Buy |
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|
2020
Q3 | $3.51M | Buy |
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|
2020
Q2 | $3.18M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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