Meridian Financial’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 | $964K | Buy |
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|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $265K | Buy |
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