Vontobel Holding’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
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