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