Bellwether Advisors’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 | $20.7K | Buy |
253
+128
| +102% | +$10.5K | ﹤0.01% | 299 |
|
|
2025
Q1 | $9.86K | Buy |
+125
| New | +$9.86K | ﹤0.01% | 323 |
|
|
2023
Q2 | – | Sell |
-147,974
| Closed | -$10M | – | 482 |
|
|
2023
Q1 | $10M | Sell |
147,974
-173,979
| -54% | -$11.8M | 2.74% | 6 |
|
|
2022
Q4 | $22.7M | Sell |
321,953
-29,534
| -8% | -$2.08M | 6.59% | 5 |
|
|
2022
Q3 | $23M | Sell |
351,487
-71,559
| -17% | -$4.69M | 7.6% | 3 |
|
|
2022
Q2 | $29.7M | Buy |
423,046
+166,715
| +65% | +$11.7M | 9.54% | 1 |
|
|
2022
Q1 | $19.1M | Sell |
256,331
-68,374
| -21% | -$5.09M | 5.68% | 2 |
|
|
2021
Q4 | $23.2M | Buy |
324,705
+101,002
| +45% | +$7.23M | 7.23% | 2 |
|
|
2021
Q3 | $14.3M | Buy |
+223,703
| New | +$14.3M | 4.75% | 4 |
|