Mariner Independent Advisor Network’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
2022
Q3
$7.7M Buy
2022
Q2
$7.74M Sell
2022
Q1
$8.68M Buy
2021
Q4
$3.82M Buy
2021
Q3
$652K Sell
2021
Q2
$858K Sell
2021
Q1
$2.1M Buy
2020
Q4
$1.84M Sell
2020
Q3
$3.07M Buy
2020
Q2
$2.35M Buy
2020
Q1
$538K Sell
2019
Q4
$679K Buy
2019
Q3
Sell
2019
Q2
$1.79M Buy
2014
Q4
Sell
2014
Q3
$289K Sell
2014
Q2
$3.27M Buy