Whittier Trust’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 | $139K | Hold |
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|
2025
Q2 | $128K | Hold |
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|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $118K | Buy |
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|
2024
Q3 | $124K | Sell |
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|
2024
Q2 | $106K | Buy |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $97K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $91K | Buy |
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|
2022
Q2 | $80K | Buy |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $65K | Sell |
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|
2021
Q1 | $101K | Buy |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $69K | Sell |
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|
2019
Q3 | $109K | Buy |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $62K | Hold |
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|
2018
Q4 | $56K | Hold |
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|
2018
Q3 | $56K | Hold |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $54K | Buy |
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|
2017
Q4 | $54K | Hold |
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|
2017
Q3 | $55K | Hold |
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|
2017
Q2 | $54K | Hold |
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|
2017
Q1 | $53K | Sell |
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|
2016
Q4 | $152K | Buy |
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|
2016
Q3 | $105K | Hold |
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|
2016
Q2 | $112K | Buy |
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|
2016
Q1 | $84K | Sell |
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|
2015
Q4 | $136K | Buy |
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|
2015
Q3 | $73K | Hold |
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|
2015
Q2 | $70K | Hold |
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|
2015
Q1 | $75K | Sell |
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|
2014
Q4 | $159K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1K | Hold |
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|
2013
Q2 | $1K | Buy |
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