Congress Wealth 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 | $44.1M | Buy |
540,490
+530,306
| +5,207% | +$43.3M | 0.43% | 46 |
|
|
2025
Q1 | $802K | Buy |
+10,184
| New | +$802K | 0.01% | 678 |
|
|
2023
Q1 | – | Sell |
-2,928
| Closed | -$206K | – | 579 |
|
|
2022
Q4 | $206K | Sell |
2,928
-1,251
| -30% | -$88.2K | 0.01% | 536 |
|
|
2022
Q3 | $274K | Buy |
4,179
+1,199
| +40% | +$78.6K | 0.01% | 481 |
|
|
2022
Q2 | $209K | Sell |
2,980
-1,575
| -35% | -$110K | 0.01% | 529 |
|
|
2022
Q1 | $340K | Buy |
4,555
+340
| +8% | +$25.4K | 0.01% | 492 |
|
|
2021
Q4 | $302K | Buy |
+4,215
| New | +$302K | 0.01% | 535 |
|