Prentice Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $832K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $864K | Sell |
|
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|
2024
Q2 | $770K | Hold |
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|
2024
Q1 | $741K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $585K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $304K | Buy |
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