Colony Family Offices’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 | $535K | Hold |
6,550
| – | – | 0.14% | 41 |
|
|
2025
Q1 | $516K | Buy |
6,550
+674
| +11% | +$53.1K | 0.16% | 40 |
|
|
2024
Q4 | $445K | Hold |
5,876
| – | – | 0.14% | 46 |
|
|
2024
Q3 | $475K | Hold |
5,876
| – | – | 0.15% | 41 |
|
|
2024
Q2 | $400K | Hold |
5,876
| – | – | 0.13% | 48 |
|
|
2024
Q1 | $386K | Hold |
5,876
| – | – | 0.12% | 51 |
|
|
2023
Q4 | $372K | Buy |
+5,876
| New | +$372K | 0.13% | 52 |
|