Tyler-Stone Wealth 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
Q2 | $2.89M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $698K | Buy |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $733K | Buy |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $708K | Buy |
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