Strategic Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Hold |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $396K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $586K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $919K | Sell |
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|
2013
Q3 | $996K | Sell |
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|
2013
Q2 | $1.06M | Buy |
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