Merit Financial Group’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 | $1.81M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $914K | Sell |
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|
2023
Q4 | $899K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $3.44M | Sell |
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|
2022
Q4 | $4.37M | Buy |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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