Strait & Sound 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 | $649K | Sell |
|
|||||
|
2025
Q2 | $630K | Sell |
|
|||||
|
2025
Q1 | $695K | Buy |
|
|||||
|
2024
Q4 | $378K | Sell |
|
|||||
|
2024
Q3 | $416K | Sell |
|
|||||
|
2024
Q2 | $955K | Buy |
|
|||||
|
2024
Q1 | $468K | Sell |
|
|||||
|
2023
Q4 | $449K | Sell |
|
|||||
|
2023
Q3 | $430K | Sell |
|
|||||
|
2023
Q2 | $478K | Buy |
|
|||||
|
2023
Q1 | $264K | Buy |
|
|||||
|
2022
Q4 | $266K | Buy |
|