Capital Square’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Sell |
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|
2025
Q2 | $515K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $851K | Buy |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $229K | Buy |
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