Advisor OS’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 | $1.79M | Buy |
21,891
+15,252
| +230% | +$1.25M | 0.18% | 85 |
|
|
2025
Q1 | $524K | Buy |
+6,639
| New | +$524K | 0.06% | 230 |
|
|
2023
Q1 | – | Sell |
-36,561
| Closed | -$2.58M | – | 251 |
|
|
2022
Q4 | $2.58M | Buy |
36,561
+5,305
| +17% | +$374K | 0.68% | 35 |
|
|
2022
Q3 | $2.05M | Buy |
31,256
+2,709
| +9% | +$178K | 0.62% | 34 |
|
|
2022
Q2 | $2M | Buy |
+28,547
| New | +$2M | 0.58% | 40 |
|
|
2021
Q1 | – | Sell |
-46,550
| Closed | -$3.52M | – | 211 |
|
|
2020
Q4 | $3.52M | Buy |
+46,550
| New | +$3.52M | 0.94% | 21 |
|