Stamos Capital Partners’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
Q2 | $2.09M | Buy |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.33M | Hold |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $974K | Hold |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $1.56M | Hold |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $208K | Buy |
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