Parametric Portfolio Associates’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
2022
Q1
$1.41M Buy
2021
Q4
$588K Buy
2021
Q3
$333K Sell
2021
Q2
$645K Buy
2021
Q1
$580K Buy
2020
Q4
$359K Sell
2020
Q3
$364K Sell
2020
Q2
$397K Sell
2020
Q1
$575K Sell
2019
Q4
$711K Buy
2019
Q3
$587K Buy
2019
Q2
$517K Sell
2019
Q1
$592K Sell
2018
Q4
$1.16M Sell
2018
Q3
$1.16M Sell
2018
Q2
$1.74M Buy