Optimum 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 | $143K | Hold |
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|
2025
Q2 | $134K | Hold |
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|
2025
Q1 | $129K | Hold |
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|
2024
Q4 | $124K | Hold |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $112K | Hold |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $183K | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $337K | Sell |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $427K | Buy |
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|
2017
Q3 | $430K | Buy |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q4 | $385K | Buy |
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|
2016
Q3 | $365K | Buy |
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|
2016
Q2 | $390K | Buy |
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|
2016
Q1 | $369K | Sell |
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|
2015
Q4 | $326K | Sell |
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|
2015
Q3 | $351K | Buy |
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|
2015
Q1 | $360K | Sell |
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|
2014
Q4 | $590K | Buy |
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|
2014
Q3 | $554K | Buy |
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|
2014
Q2 | $561K | Buy |
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|
2014
Q1 | $288K | Buy |
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|
2013
Q4 | $229K | Hold |
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|
2013
Q3 | $226K | Buy |
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