WestEnd Advisors’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
Q2 | $106K | Sell |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $99.8M | Sell |
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|
2024
Q2 | $94.5M | Sell |
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|
2024
Q1 | $94.9M | Buy |
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|
2023
Q4 | $79.9M | Sell |
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|
2023
Q3 | $138M | Buy |
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|
2023
Q2 | $149M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $144M | Buy |
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|
2022
Q3 | $94.6M | Buy |
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|
2022
Q2 | $72.2M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $620 | Sell |
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|
2020
Q1 | $18.1M | Buy |
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|
2019
Q4 | $16.9M | Buy |
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|
2019
Q3 | $15.7M | Buy |
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|
2019
Q2 | $12.4M | Buy |
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|
2019
Q1 | $9.23M | Buy |
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