Rational Advisors’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 | $47.2M | Buy |
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|
2025
Q2 | $41.7M | Buy |
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|
2025
Q1 | $35.3M | Sell |
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|
2024
Q4 | $39.8M | Buy |
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|
2024
Q3 | $31.2M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $5.47M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $72.7M | Sell |
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|
2022
Q3 | $71.6M | Buy |
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|
2022
Q2 | $68M | Sell |
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|
2022
Q1 | $80.6M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.07M | Buy |
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|
2013
Q4 | $395K | Hold |
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|
2013
Q3 | $389K | Buy |
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|
2013
Q2 | $241K | Buy |
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