McDaniel Terry & Co’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 | $501K | Hold |
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|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $551K | Hold |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $256K | Buy |
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