Phillips Wealth Planners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $393K | Sell |
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|
2025
Q4 | $395K | Sell |
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|
2025
Q3 | $424K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $441K | Buy |
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