Monetary Management 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
Q2 | $746K | Buy |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $679K | Hold |
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|
2024
Q3 | $725K | Hold |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $559K | Buy |
|
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $536K | Hold |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $465K | Hold |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $346K | Hold |
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|
2019
Q1 | $337K | Hold |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $71K | Buy |
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|
2018
Q2 | $18K | Buy |
|