Trilogy Capital’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 | $12.7M | Buy |
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|
2025
Q2 | $9.56M | Buy |
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|
2025
Q1 | $4.26M | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $5.55M | Sell |
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|
2024
Q2 | $6.13M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.45M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $23.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.39M | Buy |
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