Rothschild Investment LLC’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 | $769K | Buy |
|
|||||
|
2025
Q3 | $726K | Sell |
|
|||||
|
2025
Q2 | $686K | Buy |
|
|||||
|
2025
Q1 | $662K | Sell |
|
|||||
|
2024
Q4 | $647K | Sell |
|
|||||
|
2024
Q3 | $699K | Hold |
|
|||||
|
2024
Q2 | $589K | Buy |
|
|||||
|
2024
Q1 | $72.2K | Buy |
|
|||||
|
2023
Q4 | $57K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $334K | Sell |
|
|||||
|
2013
Q2 | $693K | Buy |
|