Acropolis Investment Management’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 | – | Sell |
-1,488
| Closed | -$117K | – | 305 |
|
|
2025
Q1 | $117K | Hold |
1,488
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $113K | Hold |
1,488
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $120K | Sell |
1,488
-113
| -7% | -$9.13K | 0.01% | 277 |
|
|
2024
Q2 | $109K | Sell |
1,601
-390
| -20% | -$26.6K | 0.01% | 280 |
|
|
2024
Q1 | $131K | Hold |
1,991
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $126K | Sell |
1,991
-2
| -0.1% | -$127 | 0.01% | 261 |
|
|
2023
Q3 | $117K | Sell |
1,993
-25
| -1% | -$1.47K | 0.01% | 260 |
|
|
2023
Q2 | $132K | Sell |
2,018
-141
| -7% | -$9.23K | 0.01% | 237 |
|
|
2023
Q1 | $146K | Hold |
2,159
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $152K | Buy |
2,159
+106
| +5% | +$7.47K | 0.01% | 214 |
|
|
2022
Q3 | $134K | Sell |
2,053
-38
| -2% | -$2.48K | 0.01% | 209 |
|
|
2022
Q2 | $147K | Buy |
2,091
+27
| +1% | +$1.9K | 0.01% | 205 |
|
|
2022
Q1 | $154K | Buy |
2,064
+184
| +10% | +$13.7K | 0.01% | 206 |
|
|
2021
Q4 | $135K | Hold |
1,880
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $119K | Hold |
1,880
| – | – | 0.01% | 217 |
|
|
2021
Q2 | $119K | Hold |
1,880
| – | – | 0.01% | 215 |
|
|
2021
Q1 | $120K | Hold |
1,880
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $118K | Hold |
1,880
| – | – | 0.01% | 202 |
|
|
2020
Q3 | $112K | Sell |
1,880
-53
| -3% | -$3.16K | 0.01% | 187 |
|
|
2020
Q2 | $109K | Sell |
1,933
-2
| -0.1% | -$113 | 0.01% | 180 |
|
|
2020
Q1 | $107K | Buy |
1,935
+55
| +3% | +$3.04K | 0.02% | 174 |
|
|
2019
Q4 | $121K | Hold |
1,880
| – | – | 0.02% | 156 |
|
|
2019
Q3 | $122K | Hold |
1,880
| – | – | 0.02% | 149 |
|
|
2019
Q2 | $112K | Buy |
+1,880
| New | +$112K | 0.02% | 139 |
|
|
2016
Q3 | – | Sell |
-2,100
| Closed | -$110K | – | 137 |
|
|
2016
Q2 | $110K | Hold |
2,100
| – | – | 0.02% | 130 |
|
|
2016
Q1 | $104K | Buy |
+2,100
| New | +$104K | 0.02% | 127 |
|
|
2015
Q3 | – | Sell |
-2,133
| Closed | -$160K | – | 135 |
|
|
2015
Q2 | $160K | Sell |
2,133
-2,927
| -58% | -$220K | 0.03% | 121 |
|
|
2015
Q1 | $225K | Sell |
5,060
-3,580
| -41% | -$159K | 0.04% | 115 |
|
|
2014
Q4 | $408K | Sell |
8,640
-1,400
| -14% | -$66.1K | 0.08% | 86 |
|
|
2014
Q3 | $423K | Sell |
10,040
-3,352
| -25% | -$141K | 0.08% | 86 |
|
|
2014
Q2 | $593K | Sell |
13,392
-18,480
| -58% | -$818K | 0.12% | 74 |
|
|
2014
Q1 | $1.32M | Sell |
31,872
-1,245
| -4% | -$51.6K | 0.27% | 49 |
|
|
2013
Q4 | $1.26M | Sell |
33,117
-28,915
| -47% | -$1.1M | 0.27% | 50 |
|
|
2013
Q3 | $2.32M | Sell |
62,032
-13,898
| -18% | -$519K | 0.48% | 35 |
|
|
2013
Q2 | $2.86M | Buy |
+75,930
| New | +$2.86M | 0.62% | 29 |
|