MBA Advisors’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 | $295K | Buy |
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|
2025
Q2 | $275K | Buy |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $254K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.74M | Buy |
|