Northstar Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $2.48M | Sell |
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|
2025
Q3 | $2.67M | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $5.06M | Buy |
|
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|
2024
Q3 | $3.64M | Sell |
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|
2024
Q2 | $4.46M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $853K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.67M | Buy |
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