Apexium Financial’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 | $952K | Buy |
11,653
+197
| +2% | +$16.1K | 0.05% | 131 |
|
|
2025
Q1 | $903K | Sell |
11,456
-628
| -5% | -$49.5K | 0.05% | 128 |
|
|
2024
Q4 | $915K | Sell |
12,084
-298
| -2% | -$22.6K | 0.06% | 115 |
|
|
2024
Q3 | $1M | Sell |
12,382
-196
| -2% | -$15.8K | 0.07% | 95 |
|
|
2024
Q2 | $857K | Buy |
12,578
+616
| +5% | +$42K | 0.06% | 103 |
|
|
2024
Q1 | $785K | Sell |
11,962
-666
| -5% | -$43.7K | 0.06% | 108 |
|
|
2023
Q4 | $800K | Sell |
12,628
-43
| -0.3% | -$2.72K | 0.06% | 142 |
|
|
2023
Q3 | $747K | Sell |
12,671
-436
| -3% | -$25.7K | 0.07% | 99 |
|
|
2023
Q2 | $858K | Buy |
13,107
+3
| +0% | +$196 | 0.08% | 94 |
|
|
2023
Q1 | $887K | Buy |
13,104
+295
| +2% | +$20K | 0.09% | 90 |
|
|
2022
Q4 | $903K | Buy |
12,809
+178
| +1% | +$12.5K | 0.09% | 87 |
|
|
2022
Q3 | $827K | Buy |
+12,631
| New | +$827K | 0.1% | 83 |
|