Tompkins Financial’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
Q4 | $10.5K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $2.3K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $426K | Hold |
|
|||||
|
2022
Q2 | $456K | Hold |
|
|||||
|
2022
Q1 | $484K | Buy |
|
|||||
|
2021
Q4 | $7K | Hold |
|
|||||
|
2021
Q3 | $6K | Buy |
|
|||||
|
2021
Q1 | $6K | Sell |
|
|||||
|
2020
Q4 | $36K | Sell |
|
|||||
|
2020
Q3 | $44K | Hold |
|
|||||
|
2020
Q2 | $41K | Hold |
|
|||||
|
2020
Q1 | $41K | Hold |
|
|||||
|
2019
Q4 | $47K | Buy |
|
|||||
|
2019
Q3 | $37K | Hold |
|
|||||
|
2019
Q2 | $34K | Hold |
|
|||||
|
2019
Q1 | $33K | Buy |
|