Byrne Asset Management’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
$46.6K Buy
571
+77
+16% +$6.29K 0.03% 245
2025
Q1
$39K Buy
494
+76
+18% +$5.99K 0.03% 259
2024
Q4
$31.6K Buy
418
+14
+3% +$1.06K 0.02% 234
2024
Q3
$32.6K Buy
404
+1
+0.2% +$81 0.02% 240
2024
Q2
$27.8K Sell
403
-25
-6% -$1.72K 0.02% 256
2024
Q1
$28.1K Buy
428
+32
+8% +$2.1K 0.02% 256
2023
Q4
$24.9K Sell
396
-15
-4% -$944 0.02% 260
2023
Q3
$24K Buy
411
+26
+7% +$1.52K 0.02% 255
2023
Q2
$25K Sell
385
-5
-1% -$325 0.02% 305
2023
Q1
$26K Buy
390
+10
+3% +$667 0.02% 285
2022
Q4
$26.8K Sell
380
-10
-3% -$705 0.02% 287
2022
Q3
$26K Buy
390
+1
+0.3% +$67 0.02% 266
2022
Q2
$27K Sell
389
-17
-4% -$1.18K 0.02% 242
2022
Q1
$30K Buy
406
+27
+7% +$2K 0.02% 261
2021
Q4
$27K Buy
+379
New +$27K 0.02% 261