Silvercrest Asset Management’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
$6.72M Hold
2025
Q2
$6.29M Sell
2025
Q1
$6.29M Buy
2024
Q4
$5.84M Buy
2024
Q3
$6.22M Sell
2024
Q2
$99.1M Buy
2024
Q1
$80.3M Buy