Toth Financial Advisory’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 | $7.25M | Buy |
|
|||||
|
2025
Q2 | $6.02M | Buy |
|
|||||
|
2025
Q1 | $5.14M | Sell |
|
|||||
|
2024
Q4 | $5.26M | Buy |
|
|||||
|
2024
Q3 | $5.1M | Buy |
|
|||||
|
2024
Q2 | $2.94M | Buy |
|
|||||
|
2024
Q1 | $1.34M | Buy |
|
|||||
|
2023
Q4 | $864K | Sell |
|
|||||
|
2023
Q3 | $919K | Sell |
|
|||||
|
2023
Q2 | $3.19M | Buy |
|
|||||
|
2023
Q1 | $3.23M | Sell |
|
|||||
|
2022
Q4 | $3.44M | Buy |
|
|||||
|
2022
Q3 | $3.06M | Buy |
|
|||||
|
2022
Q2 | $2.85M | Buy |
|
|||||
|
2022
Q1 | $2.55M | Buy |
|
|||||
|
2021
Q4 | $2.2M | Buy |
|
|||||
|
2021
Q3 | $1.75M | Buy |
|
|||||
|
2021
Q2 | $1.56M | Buy |
|
|||||
|
2021
Q1 | $1.21M | Buy |
|
|||||
|
2020
Q4 | $948K | Buy |
|
|||||
|
2020
Q3 | $797K | Sell |
|
|||||
|
2020
Q2 | $773K | Buy |
|
|||||
|
2020
Q1 | $750K | Sell |
|
|||||
|
2019
Q4 | $3.79M | Sell |
|
|||||
|
2019
Q3 | $3.86M | Sell |
|
|||||
|
2019
Q2 | $3.59M | Buy |
|
|||||
|
2019
Q1 | $3.47M | Buy |
|
|||||
|
2018
Q4 | $3.15M | Buy |
|
|||||
|
2018
Q3 | $3.04M | Buy |
|
|||||
|
2018
Q2 | $2.78M | Sell |
|
|||||
|
2018
Q1 | $3.07M | Sell |
|
|||||
|
2017
Q4 | $3.55M | Sell |
|
|||||
|
2017
Q3 | $3.63M | Buy |
|
|||||
|
2017
Q2 | $3.55M | Buy |
|
|||||
|
2017
Q1 | $3.46M | Sell |
|
|||||
|
2016
Q4 | $3.67M | Sell |
|
|||||
|
2016
Q3 | $3.9M | Buy |
|
|||||
|
2016
Q2 | $4.13M | Buy |
|
|||||
|
2016
Q1 | $3.44M | Buy |
|
|||||
|
2015
Q4 | $2.96M | Sell |
|
|||||
|
2015
Q3 | $3.02M | Sell |
|
|||||
|
2015
Q2 | $3.42M | Buy |
|
|||||
|
2015
Q1 | $3.62M | Buy |
|
|||||
|
2014
Q4 | $3.61M | Buy |
|
|||||
|
2014
Q3 | $3.02M | Sell |
|
|||||
|
2014
Q2 | $3.23M | Buy |
|
|||||
|
2014
Q1 | $2.75M | Buy |
|
|||||
|
2013
Q4 | $2.5M | Sell |
|
|||||
|
2013
Q3 | $2.54M | Sell |
|
|||||
|
2013
Q2 | $2.56M | Buy |
|