Phoenix Financial’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 | $29.9M | Sell |
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|
2025
Q2 | $45.4M | Buy |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $25.4M | Sell |
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|
2024
Q3 | $27.2M | Sell |
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|
2024
Q2 | $66.1M | Sell |
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|
2024
Q1 | $76.6M | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $5.68M | Sell |
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|
2022
Q3 | $7.59M | Sell |
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|
2022
Q2 | $9.22M | Buy |
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|
2022
Q1 | $3.15M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.62M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.13M | Buy |
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