Principle Wealth Partners’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
Q4 | $236K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $209 | Buy |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $200K | Hold |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16K | Buy |
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