OneDigital Investment 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 | $1.15M | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $892K | Sell |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $923K | Sell |
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|
2022
Q2 | $991K | Buy |
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|
2022
Q1 | $845K | Sell |
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|
2021
Q4 | $935K | Buy |
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|
2021
Q3 | $676K | Sell |
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|
2021
Q2 | $767K | Buy |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $524K | Buy |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $359K | Buy |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | $47K | Buy |
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|
2018
Q4 | $42K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $41K | Buy |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $41K | Buy |
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|
2017
Q2 | $40K | Buy |
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