S.R. Schill & Associates’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 | $3.9M | Buy |
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|
2025
Q1 | $3.62M | Buy |
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|
2024
Q4 | $3.12M | Sell |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $2.13M | Buy |
|
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $300K | Hold |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $266K | Hold |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $255K | Sell |
|
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|
2017
Q4 | $266K | Hold |
|
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|
2017
Q3 | $268K | Buy |
|
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|
2017
Q2 | $240K | Hold |
|
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|
2017
Q1 | $237K | Sell |
|
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|
2016
Q4 | $225K | Hold |
|
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $2.94M | Buy |
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|
2016
Q1 | $241K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $9.7M | Buy |
|