Romano Brothers & Co’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
$337K Buy
2025
Q2
$315K Buy
2025
Q1
$305K Buy
2024
Q4
$292K Hold
2024
Q3
$312K Buy
2024
Q2
$263K Buy
2024
Q1
$250K Buy
2023
Q4
$241K Sell
2023
Q3
$236K Sell
2023
Q2
$272K Buy
2023
Q1
$264K Buy
2022
Q4
$240K Sell
2022
Q3
$243K Buy