LGL Partners’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 | $260K | Buy |
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|
2025
Q2 | $257K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
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