Montecito Bank & Trust’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 | $1.05M | Buy |
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|
2025
Q1 | $997K | Sell |
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|
2024
Q4 | $967K | Hold |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $901K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $4.03M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.34M | Sell |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $3.01M | Buy |
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|
2020
Q2 | $2.81M | Buy |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $2.25M | Buy |
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|
2018
Q3 | $651K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $16K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $278K | Sell |
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|
2015
Q3 | $291K | Sell |
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|
2015
Q2 | $529K | Hold |
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|
2015
Q1 | $529K | Sell |
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|
2014
Q4 | $576K | Sell |
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|
2014
Q3 | $539K | Sell |
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|
2014
Q2 | $567K | Sell |
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|
2014
Q1 | $601K | Sell |
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|
2013
Q4 | $712K | Sell |
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|
2013
Q3 | $996K | Sell |
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|
2013
Q2 | $1.15M | Buy |
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