Advisornet Financial’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Advisornet Financial’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$634K	Sell	7,759 -526	-6%	-$43K	0.04%	326
2025 Q1	$653K	Buy	8,285 +142	+2%	+$11.2K	0.05%	298
2024 Q4	$616K	Buy	8,143 +1,369	+20%	+$104K	0.05%	272
2024 Q3	$547K	Sell	6,774 -2,340	-26%	-$189K	0.04%	314
2024 Q2	$621K	Buy	9,114 +175	+2%	+$11.9K	0.06%	264
2024 Q1	$587K	Sell	8,939 -22,541	-72%	-$1.48M	0.06%	279
2023 Q4	$1.99M	Buy	31,480 +1,455	+5%	+$92.1K	0.18%	127
2023 Q3	$1.77M	Sell	30,025 -1,458	-5%	-$85.9K	0.16%	137
2023 Q2	$2.06M	Sell	31,483 -438	-1%	-$28.7K	0.18%	134
2023 Q1	$2.16M	Buy	31,921 +1,624	+5%	+$110K	0.2%	121
2022 Q4	$2.14M	Sell	30,297 -13,510	-31%	-$952K	0.21%	114
2022 Q3	$2.87M	Buy	43,807 +141	+0.3%	+$9.24K	0.29%	88
2022 Q2	$3.06M	Buy	43,666 +15,776	+57%	+$1.11M	0.3%	88
2022 Q1	$2.08M	Buy	27,890 +1,166	+4%	+$86.8K	0.13%	155
2021 Q4	$1.91M	Buy	26,724 +2,721	+11%	+$195K	0.12%	164
2021 Q3	$1.53M	Buy	24,003 +7,195	+43%	+$460K	0.11%	173
2021 Q2	$1.06M	Buy	16,808 +6,682	+66%	+$423K	0.07%	242
2021 Q1	$648K	Sell	10,126 -1,226	-11%	-$78.5K	0.05%	320
2020 Q4	$712K	Sell	11,352 -10,133	-47%	-$636K	0.06%	280
2020 Q3	$1.28M	Sell	21,485 -4,003	-16%	-$238K	0.11%	181
2020 Q2	$1.44M	Sell	25,488 -25	-0.1%	-$1.41K	0.12%	169
2020 Q1	$1.41M	Buy	25,513 +5,760	+29%	+$319K	0.13%	146
2019 Q4	$1.28M	Sell	19,753 -1,219	-6%	-$78.7K	0.11%	175
2019 Q3	$1.36M	Buy	20,972 +268	+1%	+$17.4K	0.12%	159
2019 Q2	$1.24M	Sell	20,704 -924	-4%	-$55.1K	0.14%	152
2019 Q1	$1.26M	Buy	21,628 +19,936	+1,178%	+$1.16M	0.15%	146
2018 Q4	$90K	Sell	1,692 -904	-35%	-$48.1K	0.01%	545
2018 Q3	$137K	Sell	2,596 -189	-7%	-$9.97K	0.02%	486
2018 Q2	$145K	Sell	2,785 -331	-11%	-$17.2K	0.02%	451
2018 Q1	$157K	Buy	3,116 +1	+0%	+$50	0.02%	439
2017 Q4	$164K	Buy	+3,115	New	+$164K	0.02%	380