Secure Asset Management’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 | $2.06M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $1.79M | Buy |
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