Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Sell |
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|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $476K | Sell |
|
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|
2024
Q3 | $541K | Sell |
|
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $592K | Sell |
|
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|
2023
Q4 | $1.75M | Buy |
|
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.42M | Buy |
|
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|
2023
Q1 | $1.17M | Buy |
|
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $251K | Buy |
|