Acorn Financial Advisory Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
3,441
+2
| +0.1% | +$163 | 0.05% | 160 |
|
|
2025
Q1 | $271K | Buy |
3,439
+3
| +0.1% | +$237 | 0.05% | 156 |
|
|
2024
Q4 | $260K | Buy |
3,436
+3
| +0.1% | +$227 | 0.04% | 175 |
|
|
2024
Q3 | $277K | Buy |
3,433
+3
| +0.1% | +$242 | 0.05% | 169 |
|
|
2024
Q2 | $234K | Buy |
3,430
+3
| +0.1% | +$204 | 0.04% | 185 |
|
|
2024
Q1 | $225K | Sell |
3,427
-545
| -14% | -$35.8K | 0.04% | 188 |
|
|
2023
Q4 | $252K | Sell |
3,972
-244
| -6% | -$15.5K | 0.04% | 216 |
|
|
2023
Q3 | $247K | Sell |
4,216
-19
| -0.4% | -$1.11K | 0.04% | 211 |
|
|
2023
Q2 | $277K | Buy |
+4,235
| New | +$277K | 0.05% | 205 |
|