AGC
XLU icon

Aspen Grove Capital’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Aspen Grove Capital’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 		– Sell
-7,800
Closed -$615K – 271
2025
Q1 		$615K Hold
7,800
– – 0.12% 96
2024
Q4 		$590K Hold
7,800
– – 0.13% 94
2024
Q3 		$630K Hold
7,800
– – 0.14% 86
2024
Q2 		$531K Buy
+7,800
New +$531K 0.13% 94