Windsor Capital Management’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 | $647K | Sell |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $600K | Sell |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $517K | Sell |
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|
2024
Q1 | $581K | Buy |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $617K | Sell |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $580K | Sell |
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|
2020
Q4 | $596K | Sell |
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|
2020
Q3 | $566K | Buy |
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|
2020
Q2 | $533K | Buy |
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|
2020
Q1 | $507K | Sell |
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|
2019
Q4 | $667K | Sell |
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|
2019
Q3 | $715K | Sell |
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|
2019
Q2 | $695K | Sell |
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|
2019
Q1 | $684K | Sell |
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|
2018
Q4 | $653K | Sell |
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|
2018
Q3 | $684K | Buy |
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|
2018
Q2 | $674K | Buy |
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|
2018
Q1 | $620K | Sell |
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|
2017
Q4 | $710K | Buy |
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|
2017
Q3 | $685K | Hold |
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|
2017
Q2 | $685K | Sell |
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|
2017
Q1 | $679K | Buy |
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|
2016
Q4 | $642K | Buy |
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|
2016
Q3 | $636K | Sell |
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|
2016
Q2 | $742K | Sell |
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|
2016
Q1 | $753K | Sell |
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|
2015
Q4 | $713K | Sell |
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|
2015
Q3 | $719K | Buy |
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|
2015
Q2 | $668K | Sell |
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|
2015
Q1 | $755K | Sell |
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|
2014
Q4 | $1.07M | Sell |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $1.05M | Buy |
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|
2014
Q1 | $974K | Buy |
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|
2013
Q4 | $822K | Sell |
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|
2013
Q3 | $884K | Sell |
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|
2013
Q2 | $1.08M | Buy |
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