VIA
Vickerman Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
55,049
-5,070
| -8% | -$414K | 0.97% | 27 |
|
|
2025
Q1 | $4.74M | Sell |
60,119
-2,979
| -5% | -$235K | 1.07% | 21 |
|
|
2024
Q4 | $4.78M | Sell |
63,098
-2,865
| -4% | -$217K | 1.3% | 20 |
|
|
2024
Q3 | $5.33M | Buy |
65,963
+475
| +0.7% | +$38.4K | 1.57% | 17 |
|
|
2024
Q2 | $4.46M | Sell |
65,488
-3,656
| -5% | -$249K | 1.43% | 20 |
|
|
2024
Q1 | $4.54M | Buy |
69,144
+1,003
| +1% | +$65.8K | 1.46% | 18 |
|
|
2023
Q4 | $4.32M | Buy |
68,141
+24,835
| +57% | +$1.57M | 1.47% | 15 |
|
|
2023
Q3 | $2.55M | Sell |
43,306
-395
| -0.9% | -$23.3K | 1.04% | 42 |
|
|
2023
Q2 | $2.86M | Sell |
43,701
-2,177
| -5% | -$142K | 1.12% | 37 |
|
|
2023
Q1 | $3.11M | Buy |
45,878
+415
| +0.9% | +$28.1K | 1.23% | 30 |
|
|
2022
Q4 | $3.21M | Sell |
45,463
-1,996
| -4% | -$141K | 1.45% | 22 |
|
|
2022
Q3 | $3.11M | Buy |
47,459
+1,948
| +4% | +$128K | 1.5% | 19 |
|
|
2022
Q2 | $3.19M | Buy |
45,511
+177
| +0.4% | +$12.4K | 1.51% | 18 |
|
|
2022
Q1 | $3.27M | Buy |
45,334
+863
| +2% | +$62.3K | 1.45% | 21 |
|
|
2021
Q4 | $3.18M | Sell |
44,471
-1,814
| -4% | -$130K | 1.28% | 24 |
|
|
2021
Q3 | $2.96M | Buy |
+46,285
| New | +$2.96M | 1.18% | 25 |
|