Meridian Investment Counsel’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 | $6.88M | Buy |
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|
2025
Q2 | $6.32M | Buy |
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|
2025
Q1 | $5.95M | Buy |
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|
2024
Q4 | $5.57M | Buy |
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|
2024
Q3 | $5.13M | Buy |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.47M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $973K | Hold |
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|
2021
Q2 | $963K | Sell |
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|
2021
Q1 | $1.02M | Hold |
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|
2020
Q4 | $999K | Sell |
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|
2020
Q3 | $958K | Hold |
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|
2020
Q2 | $910K | Hold |
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|
2020
Q1 | $894K | Hold |
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|
2019
Q4 | $1.04M | Hold |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $962K | Sell |
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|
2019
Q1 | $940K | Sell |
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|
2018
Q4 | $858K | Hold |
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|
2018
Q3 | $853K | Hold |
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|
2018
Q2 | $842K | Sell |
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|
2018
Q1 | $834K | Sell |
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|
2017
Q4 | $891K | Hold |
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|
2017
Q3 | $897K | Hold |
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|
2017
Q2 | $879K | Hold |
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|
2017
Q1 | $868K | Hold |
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|
2016
Q4 | $821K | Sell |
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|
2016
Q3 | $890K | Sell |
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|
2016
Q2 | $1.03M | Hold |
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|
2016
Q1 | $976K | Hold |
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|
2015
Q4 | $851K | Buy |
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|
2015
Q3 | $799K | Sell |
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|
2015
Q2 | $786K | Hold |
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|
2015
Q1 | $842K | Buy |
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|
2014
Q4 | $848K | Sell |
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|
2014
Q3 | $810K | Sell |
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|
2014
Q2 | $894K | Hold |
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|
2014
Q1 | $837K | Sell |
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|
2013
Q4 | $813K | Buy |
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