Realta Investment Advisors’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 | $201K | Sell |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $326K | Buy |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $190K | Sell |
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|
2019
Q2 | $188K | Buy |
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|
2019
Q1 | $87K | Buy |
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