CoreCap Advisors’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 | $2.08M | Buy |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $3.7M | Sell |
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|
2024
Q1 | $16.8M | Buy |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $10.9M | Buy |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $895K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $303K | Buy |
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