Crewe Advisors’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 | $57.8K | Buy |
708
+101
| +17% | +$8.25K | 0.01% | 278 |
|
|
2025
Q1 | $47.9K | Sell |
607
-1,761
| -74% | -$139K | 0.01% | 273 |
|
|
2024
Q4 | $179K | Hold |
2,368
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $191K | Buy |
2,368
+2,020
| +580% | +$163K | 0.02% | 146 |
|
|
2024
Q2 | $23.7K | Buy |
348
+108
| +45% | +$7.36K | ﹤0.01% | 519 |
|
|
2024
Q1 | $15.8K | Buy |
+240
| New | +$15.8K | ﹤0.01% | 534 |
|
|
2023
Q1 | – | Sell |
-376
| Closed | -$26.5K | – | 1045 |
|
|
2022
Q4 | $26.5K | Buy |
+376
| New | +$26.5K | ﹤0.01% | 377 |
|
|
2019
Q3 | – | Sell |
-377
| Closed | -$22K | – | 316 |
|
|
2019
Q2 | $22K | Buy |
+377
| New | +$22K | 0.01% | 184 |
|
|
2018
Q3 | – | Sell |
-184
| Closed | -$10K | – | 272 |
|
|
2018
Q2 | $10K | Buy |
+184
| New | +$10K | 0.01% | 216 |
|
|
2018
Q1 | – | Sell |
-1,418
| Closed | -$75K | – | 293 |
|
|
2017
Q4 | $75K | Buy |
+1,418
| New | +$75K | 0.07% | 97 |
|