LPL Financial’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
Q2 | $589M | Buy |
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|
2025
Q1 | $461M | Buy |
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|
2024
Q4 | $423M | Sell |
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|
2024
Q3 | $454M | Buy |
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|
2024
Q2 | $335M | Buy |
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|
2024
Q1 | $243M | Sell |
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|
2023
Q4 | $240M | Buy |
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|
2023
Q3 | $213M | Sell |
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|
2023
Q2 | $262M | Buy |
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|
2023
Q1 | $263M | Sell |
|
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|
2022
Q4 | $293M | Sell |
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|
2022
Q3 | $275M | Buy |
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|
2022
Q2 | $248M | Buy |
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|
2022
Q1 | $243M | Buy |
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|
2021
Q4 | $170M | Buy |
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|
2021
Q3 | $130M | Buy |
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|
2021
Q2 | $115M | Buy |
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|
2021
Q1 | $106M | Sell |
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|
2020
Q4 | $124M | Sell |
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|
2020
Q3 | $119M | Sell |
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|
2020
Q2 | $113M | Sell |
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|
2020
Q1 | $148M | Sell |
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|
2019
Q4 | $175M | Buy |
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|
2019
Q3 | $168M | Buy |
|
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|
2019
Q2 | $144M | Buy |
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|
2019
Q1 | $87.1M | Buy |
|
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|
2018
Q4 | $61.5M | Buy |
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|
2018
Q3 | $43M | Buy |
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|
2018
Q2 | $36.7M | Buy |
|
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|
2018
Q1 | $32.5M | Sell |
|
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|
2017
Q4 | $37.6M | Sell |
|
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|
2017
Q3 | $49.2M | Buy |
|
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|
2017
Q2 | $46.4M | Buy |
|
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|
2017
Q1 | $38.6M | Buy |
|
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|
2016
Q4 | $36.4M | Sell |
|
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|
2016
Q3 | $80.5M | Buy |
|
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|
2016
Q2 | $69M | Sell |
|
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|
2016
Q1 | $122M | Buy |
|
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|
2015
Q4 | $67M | Buy |
|
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|
2015
Q3 | $29.4M | Sell |
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|
2015
Q2 | $30.7M | Sell |
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|
2015
Q1 | $53.5M | Buy |
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|
2014
Q4 | $41.9M | Buy |
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|
2014
Q3 | $27.8M | Sell |
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|
2014
Q2 | $31M | Buy |
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|
2014
Q1 | $24.9M | Buy |
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|
2013
Q4 | $20.3M | Sell |
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|
2013
Q3 | $22.4M | Sell |
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|
2013
Q2 | $25.9M | Buy |
|