Stolper & 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 | $796K | Sell |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $673K | Sell |
|
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|
2024
Q3 | $741K | Sell |
|
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|
2024
Q2 | $643K | Sell |
|
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $598K | Sell |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $692K | Buy |
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|
2022
Q2 | $731K | Sell |
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|
2022
Q1 | $777K | Buy |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $416K | Sell |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $354K | Buy |
|