Pittenger & Anderson Inc’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 | $409K | Buy |
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|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $322K | Hold |
|
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $331K | Sell |
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|
2020
Q3 | $502K | Hold |
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|
2020
Q2 | $477K | Hold |
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|
2020
Q1 | $468K | Hold |
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|
2019
Q4 | $546K | Hold |
|
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|
2019
Q3 | $547K | Hold |
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|
2019
Q2 | $504K | Hold |
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|
2019
Q1 | $492K | Hold |
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|
2018
Q4 | $447K | Hold |
|
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|
2018
Q3 | $445K | Sell |
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|
2018
Q2 | $449K | Hold |
|
|||||
|
2018
Q1 | $437K | Sell |
|
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|
2017
Q4 | $462K | Hold |
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|
2017
Q3 | $466K | Sell |
|
|||||
|
2017
Q2 | $457K | Sell |
|
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|
2017
Q1 | $469K | Sell |
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|
2016
Q4 | $466K | Sell |
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|
2016
Q3 | $512K | Sell |
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|
2016
Q2 | $559K | Sell |
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|
2016
Q1 | $573K | Sell |
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|
2015
Q4 | $509K | Sell |
|
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|
2015
Q3 | $618K | Sell |
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|
2015
Q2 | $612K | Sell |
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|
2015
Q1 | $694K | Buy |
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|
2014
Q4 | $714K | Sell |
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|
2014
Q3 | $656K | Sell |
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|
2014
Q2 | $700K | Buy |
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|
2014
Q1 | $631K | Sell |
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|
2013
Q4 | $610K | Sell |
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|
2013
Q3 | $618K | Sell |
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|
2013
Q2 | $715K | Buy |
|