Spire Wealth 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 | $7.65M | Buy |
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|
2025
Q2 | $7.09M | Sell |
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|
2025
Q1 | $8.02M | Buy |
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|
2024
Q4 | $5.71M | Buy |
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|
2024
Q3 | $5.97M | Sell |
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|
2024
Q2 | $5.21M | Sell |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $5.11M | Sell |
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|
2023
Q3 | $6.83M | Buy |
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|
2023
Q2 | $6.64M | Buy |
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|
2023
Q1 | $6M | Buy |
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|
2022
Q4 | $4.84M | Buy |
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|
2022
Q3 | $4.25M | Sell |
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|
2022
Q2 | $4.64M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $2.25M | Buy |
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