Anfield Capital 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 | $7.27K | Hold |
89
| – | – | ﹤0.01% | 336 |
|
|
2025
Q1 | $7.02K | Sell |
89
-1,571
| -95% | -$124K | ﹤0.01% | 287 |
|
|
2024
Q4 | $126K | Hold |
1,660
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $134K | Buy |
+1,660
| New | +$134K | 0.05% | 81 |
|
|
2023
Q2 | – | Sell |
-71,908
| Closed | -$4.87M | – | 76 |
|
|
2023
Q1 | $4.87M | Buy |
71,908
+364
| +0.5% | +$24.6K | 2.25% | 10 |
|
|
2022
Q4 | $5.04M | Sell |
71,544
-22,550
| -24% | -$1.59M | 2.46% | 10 |
|
|
2022
Q3 | $6.16M | Buy |
94,094
+2,178
| +2% | +$143K | 2.94% | 8 |
|
|
2022
Q2 | $6.45M | Buy |
+91,916
| New | +$6.45M | 2.92% | 8 |
|
|
2021
Q3 | – | Sell |
-51
| Closed | -$3K | – | 265 |
|
|
2021
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 198 |
|
|
2021
Q1 | – | Sell |
-29,304
| Closed | -$1.84M | – | 105 |
|
|
2020
Q4 | $1.84M | Buy |
29,304
+274
| +0.9% | +$17.2K | 0.78% | 35 |
|
|
2020
Q3 | $1.72M | Sell |
29,030
-6,294
| -18% | -$374K | 0.99% | 29 |
|
|
2020
Q2 | $2.01M | Buy |
35,324
+26,277
| +290% | +$1.49M | 0.79% | 28 |
|
|
2020
Q1 | $501K | Buy |
9,047
+5,790
| +178% | +$321K | 0.29% | 62 |
|
|
2019
Q4 | $224K | Buy |
+3,257
| New | +$224K | 0.09% | 112 |
|