Union Savings Bank’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
Q2
$309K Hold
2025
Q1
$284K Hold
2024
Q4
$273K Sell
2024
Q3
$306K Hold
2024
Q2
$258K Sell
2024
Q1
$262K Sell
2023
Q4
$275K Sell
2023
Q3
$268K Hold
2023
Q2
$305K Buy