Ally Invest Advisors’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
$262K Buy
3,213
+87
+3% +$7.11K 0.02% 66
2025
Q1
$247K Sell
3,126
-41
-1% -$3.23K 0.02% 64
2024
Q4
$240K Buy
3,167
+259
+9% +$19.6K 0.02% 66
2024
Q3
$235K Sell
2,908
-293
-9% -$23.7K 0.02% 66
2024
Q2
$218K Buy
+3,201
New +$218K 0.02% 61