SteelPeak Wealth’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 | $327K | Sell |
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|
2025
Q2 | $6.67M | Sell |
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|
2025
Q1 | $6.65M | Sell |
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|
2024
Q4 | $7.53M | Buy |
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|
2024
Q3 | $676K | Sell |
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|
2024
Q2 | $5.73M | Buy |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $311K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $609K | Buy |
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