CMI
Clare Market Investments’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
+6,026
| New | +$492K | 0.11% | 93 |
|
|
2023
Q2 | – | Sell |
-3,176
| Closed | -$215K | – | 144 |
|
|
2023
Q1 | $215K | Buy |
+3,176
| New | +$215K | 0.09% | 112 |
|
|
2022
Q2 | – | Sell |
-5,415
| Closed | -$403K | – | 175 |
|
|
2022
Q1 | $403K | Buy |
+5,415
| New | +$403K | 0.13% | 98 |
|