CIS
XLU icon

Custom Index Systems’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
$419K Sell
5,125
-2,166
-30% -$177K 0.2% 160
2025
Q1
$575K Hold
7,291
0.29% 97
2024
Q4
$552K Buy
7,291
+139
+2% +$10.5K 0.3% 92
2024
Q3
$578K Buy
+7,152
New +$578K 0.31% 93