Diversify Advisory Services’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 | $1.07M | Buy |
12,432
+8,959
| +258% | +$773K | 0.04% | 310 |
|
|
2025
Q1 | $275K | Sell |
3,473
-2,175
| -39% | -$172K | 0.02% | 521 |
|
|
2024
Q4 | $427K | Sell |
5,648
-59,982
| -91% | -$4.53M | 0.02% | 396 |
|
|
2024
Q3 | $5.34M | Sell |
65,630
-233,474
| -78% | -$19M | 0.29% | 65 |
|
|
2024
Q2 | $20.6M | Buy |
299,104
+295,928
| +9,318% | +$20.4M | 1.13% | 19 |
|
|
2024
Q1 | $207K | Buy |
+3,176
| New | +$207K | 0.01% | 610 |
|