Vivaldi Capital 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
Q4 | $598K | Sell |
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2025
Q3 | $641K | Sell |
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2025
Q2 | $625K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $621K | Buy |
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|
2024
Q3 | $634K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $218K | Buy |
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