WFA of San Diego’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
Q2 | $260K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | $156K | Buy |
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|
2023
Q3 | $24.6K | Buy |
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|
2023
Q2 | $25.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $125K | Hold |
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|
2021
Q3 | $112K | Buy |
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