Westwood Holdings 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 | $14M | Sell |
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|
2025
Q2 | $13.4M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $11.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $294K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $600K | Sell |
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|
2016
Q3 | $10.1M | Buy |
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