Wellington Management Group’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 | $224K | Sell |
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|
2025
Q2 | $965K | Sell |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.34M | Sell |
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|
2022
Q4 | $15.9M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.59M | Buy |
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|
2019
Q3 | $602K | Sell |
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|
2019
Q2 | $3.24M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3.17M | Buy |
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