WhitTier Trust Company’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 | $339K | Sell |
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|
2025
Q2 | $339K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $358K | Buy |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $145K | Hold |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $153K | Hold |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $131K | Hold |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $116K | Hold |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $66K | Hold |
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|
2019
Q2 | $61K | Hold |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $54K | Sell |
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|
2018
Q3 | $60K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $31K | Sell |
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|
2017
Q1 | $37K | Hold |
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|
2016
Q4 | $35K | Sell |
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|
2016
Q3 | $48K | Buy |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $21K | Hold |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $24K | Hold |
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|
2014
Q3 | $21K | Sell |
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|
2014
Q2 | $35K | Sell |
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|
2014
Q1 | $41K | Sell |
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|
2013
Q4 | $68K | Hold |
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|
2013
Q3 | $67K | Hold |
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|
2013
Q2 | $68K | Buy |
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