May Barnhard Investments’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
Q3
$1.03M Sell
2025
Q2
$970K Buy
2025
Q1
$936K Buy
2024
Q4
$899K Buy
2024
Q3
$954K Buy
2024
Q2
$800K Hold
2024
Q1
$771K Sell
2023
Q4
$747K Buy