McAdam LLC’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 | $617K | Buy |
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|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.05M | Buy |
|