Salem Investment Counselors’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 | $820K | Hold |
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|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $772K | Sell |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $628K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $634K | Sell |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $705K | Hold |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | $19K | Buy |
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