Smith, Moore & Co’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 | $483K | Buy |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $338K | Sell |
|
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|
2024
Q2 | $301K | Buy |
|
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|
2024
Q1 | $274K | Buy |
|
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $255K | Buy |
|
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2021
Q1 | $211K | Buy |
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