Nabity-Jensen Investment Management’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
$262K Sell
2025
Q2
$285K Hold
2025
Q1
$275K Hold
2024
Q4
$264K Hold
2024
Q3
$282K Hold
2024
Q2
$238K Hold
2024
Q1
$229K Hold
2023
Q4
$221K Buy