Whitener Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $233K | Sell |
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|
2025
Q4 | $217K | Sell |
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|
2025
Q3 | $224K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $37K | Sell |
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|
2017
Q4 | $255K | Buy |
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