Narus Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2021
Q1 | $268K | Buy |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $451K | Buy |
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