Patton Albertson Miller Group’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 | $704K | Sell |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $703K | Hold |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $601K | Hold |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $814K | Sell |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $732K | Hold |
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|
2022
Q1 | $777K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $441K | Buy |
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