Summit Securities Group’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 | – | Sell |
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|
2025
Q2 | $49K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $170K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $33K | Hold |
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|
2023
Q1 | $34K | Sell |
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|
2022
Q4 | $42K | Sell |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $644K | Sell |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $620K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $336K | Sell |
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|
2019
Q3 | $634K | Buy |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $448K | Buy |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $785K | Buy |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $549K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $289K | Buy |
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|
2016
Q1 | $243K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $37K | Buy |
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|
2015
Q1 | $18K | Sell |
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|
2014
Q4 | $346K | Buy |
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|
2014
Q3 | $126K | Sell |
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|
2014
Q2 | $190K | Sell |
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|
2014
Q1 | $203K | Buy |
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