Novare Capital 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 | $657K | Buy |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3.39M | Buy |
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|
2016
Q1 | $2.74M | Buy |
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