Vontobel Holding’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
$239K Buy
2025
Q2
$222K Sell
2025
Q1
$1.1M Sell
2024
Q4
$1.52M Buy
2024
Q3
$1.05M Buy
2024
Q2
$328K Buy
2024
Q1
Sell
2023
Q4
$337K Sell
2023
Q3
$327K Sell
2023
Q2
$412K Sell
2023
Q1
$787K Buy
2022
Q4
$407K Sell
2022
Q3
$455K Buy
2022
Q2
$315K Buy
2021
Q4
Sell
2021
Q3
$290K Buy