Benchmark Financial Wealth 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 | $254K | Hold |
3,115
| – | – | 0.08% | 95 |
|
|
2025
Q1 | $246K | Hold |
3,115
| – | – | 0.09% | 89 |
|
|
2024
Q4 | $236K | Hold |
3,115
| – | – | 0.08% | 89 |
|
|
2024
Q3 | $252K | Hold |
3,115
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $212K | Hold |
3,115
| – | – | 0.08% | 87 |
|
|
2024
Q1 | $205K | Sell |
3,115
-18,959
| -86% | -$1.24M | 0.08% | 89 |
|
|
2023
Q4 | $1.4M | Sell |
22,074
-14,988
| -40% | -$949K | 0.6% | 26 |
|
|
2023
Q3 | $2.18M | Buy |
37,062
+31,892
| +617% | +$1.88M | 1.03% | 21 |
|
|
2023
Q2 | $338K | Buy |
+5,170
| New | +$338K | 0.16% | 49 |
|