Per Stirling 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 | $285K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $248K | Sell |
|
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|
2024
Q3 | $1.71M | Buy |
|
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $511K | Hold |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $601K | Buy |
|