Sageworth Trust’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
Q3 | $619K | Buy |
|
|||||
|
2025
Q2 | $510K | Sell |
|
|||||
|
2025
Q1 | $495K | Hold |
|
|||||
|
2024
Q4 | $476K | Hold |
|
|||||
|
2024
Q3 | $508K | Sell |
|
|||||
|
2024
Q2 | $434K | Hold |
|
|||||
|
2024
Q1 | $418K | Sell |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $396K | Sell |
|
|||||
|
2023
Q2 | $442K | Hold |
|
|||||
|
2023
Q1 | $458K | Hold |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q3 | $384K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $2K | Buy |
|