Mutual Advisors’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 | $4.05M | Buy |
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|
2025
Q2 | $3.72M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $3.41M | Sell |
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $2.07M | Sell |
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|
2023
Q4 | $4.45M | Sell |
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|
2023
Q3 | $4.18M | Buy |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $5.82M | Buy |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $3.98M | Buy |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $407K | Sell |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $467K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $766K | Buy |
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