Tortoise Investment Management’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 | $79.9K | Sell |
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|
2025
Q2 | $79.5K | Buy |
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|
2025
Q1 | $69.7K | Hold |
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|
2024
Q4 | $66.9K | Hold |
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|
2024
Q3 | $71.4K | Hold |
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|
2024
Q2 | $60.2K | Sell |
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|
2024
Q1 | $67.9K | Sell |
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|
2023
Q4 | $78.8K | Sell |
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|
2023
Q3 | $78.4K | Hold |
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|
2023
Q2 | $87.1K | Hold |
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|
2023
Q1 | $90.1K | Hold |
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|
2022
Q4 | $93.8K | Hold |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $99K | Hold |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $85K | Sell |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $88K | Hold |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $76K | Buy |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $88K | Hold |
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|
2019
Q4 | $102K | Buy |
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|
2019
Q3 | $86K | Hold |
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|
2019
Q2 | $79K | Hold |
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|
2019
Q1 | $77K | Sell |
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|
2018
Q4 | $84K | Hold |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $80K | Hold |
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|
2017
Q4 | $83K | Hold |
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|
2017
Q3 | $84K | Hold |
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|
2017
Q2 | $82K | Sell |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $97K | Hold |
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|
2016
Q2 | $104K | Sell |
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|
2016
Q1 | $123K | Sell |
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|
2015
Q4 | $177K | Hold |
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|
2015
Q3 | $177K | Hold |
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|
2015
Q2 | $169K | Sell |
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|
2015
Q1 | $193K | Sell |
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|
2014
Q4 | $236K | Hold |
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|
2014
Q3 | $210K | Sell |
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|
2014
Q2 | $228K | Sell |
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|
2014
Q1 | $368K | Sell |
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|
2013
Q4 | $446K | Sell |
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|
2013
Q3 | $591K | Sell |
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|
2013
Q2 | $1.08M | Buy |
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