AI
Atom Investors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
32,121
-14,155
| -31% | -$1.16M | 0.23% | 124 |
|
|
2025
Q1 | $3.65M | Buy |
46,276
+27,559
| +147% | +$2.17M | 0.45% | 61 |
|
|
2024
Q4 | $1.42M | Buy |
+18,717
| New | +$1.42M | 0.18% | 167 |
|
|
2024
Q3 | – | Sell |
-12,769
| Closed | -$870K | – | 624 |
|
|
2024
Q2 | $870K | Sell |
12,769
-11,815
| -48% | -$805K | 0.09% | 272 |
|
|
2024
Q1 | $1.61M | Buy |
+24,584
| New | +$1.61M | 0.2% | 163 |
|
|
2023
Q4 | – | Sell |
-26,390
| Closed | -$1.56M | – | 564 |
|
|
2023
Q3 | $1.56M | Buy |
+26,390
| New | +$1.56M | 0.35% | 88 |
|
|
2023
Q2 | – | Sell |
-15,505
| Closed | -$1.05M | – | 385 |
|
|
2023
Q1 | $1.05M | Buy |
15,505
+11,541
| +291% | +$781K | 0.57% | 40 |
|
|
2022
Q4 | $279K | Sell |
3,964
-14,631
| -79% | -$1.03M | 0.14% | 144 |
|
|
2022
Q3 | $1.22M | Sell |
18,595
-2,851
| -13% | -$187K | 0.43% | 70 |
|
|
2022
Q2 | $1.5M | Buy |
+21,446
| New | +$1.5M | 0.66% | 42 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 333 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 414 |
|
|
2021
Q1 | – | Sell |
-165,751
| Closed | -$10.4M | – | 433 |
|
|
2020
Q4 | $10.4M | Buy |
165,751
+5,900
| +4% | +$370K | 1.05% | 23 |
|
|
2020
Q3 | $9.49M | Buy |
+159,851
| New | +$9.49M | 0.9% | 25 |
|