RPg Family Wealth Advisory’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
Q2 | $3.16M | Buy |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.44M | Buy |
|
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $1.17M | Buy |
|
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $81.7K | Buy |
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|
2019
Q3 | $81.4K | Hold |
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|
2019
Q2 | $75K | Buy |
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|
2019
Q1 | $58.2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $59K | Sell |
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|
2017
Q1 | $70.2K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $19.3K | Buy |
|
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|
2016
Q2 | $14.3K | Sell |
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|
2016
Q1 | $16.5K | Buy |
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