Atomi Financial Group’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 | $1.04M | Buy |
12,693
+225
| +2% | +$18.4K | 0.04% | 330 |
|
|
2025
Q1 | $983K | Buy |
12,468
+374
| +3% | +$29.5K | 0.04% | 312 |
|
|
2024
Q4 | $915K | Sell |
12,094
-3,028
| -20% | -$229K | 0.05% | 283 |
|
|
2024
Q3 | $1.22M | Buy |
15,122
+5,262
| +53% | +$425K | 0.08% | 205 |
|
|
2024
Q2 | $672K | Buy |
+9,860
| New | +$672K | 0.05% | 301 |
|
|
2024
Q1 | – | Sell |
-21,618
| Closed | -$1.37M | – | 767 |
|
|
2023
Q4 | $1.37M | Buy |
21,618
+9,934
| +85% | +$629K | 0.19% | 108 |
|
|
2023
Q3 | $689K | Buy |
11,684
+1,343
| +13% | +$79.1K | 0.23% | 115 |
|
|
2023
Q2 | $677K | Buy |
10,341
+2,339
| +29% | +$153K | 0.31% | 103 |
|
|
2023
Q1 | $542K | Buy |
+8,002
| New | +$542K | 0.3% | 92 |
|