Empower Advisory Group’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 | $266K | Sell |
3,263
-1,644
| -34% | -$134K | ﹤0.01% | 433 |
|
|
2025
Q1 | $387K | Sell |
4,907
-553
| -10% | -$43.6K | ﹤0.01% | 354 |
|
|
2024
Q4 | $413K | Buy |
5,460
+864
| +19% | +$65.4K | ﹤0.01% | 350 |
|
|
2024
Q3 | $371K | Sell |
4,596
-661
| -13% | -$53.4K | ﹤0.01% | 364 |
|
|
2024
Q2 | $358K | Sell |
5,257
-530
| -9% | -$36.1K | ﹤0.01% | 359 |
|
|
2024
Q1 | $380K | Sell |
5,787
-348
| -6% | -$22.8K | ﹤0.01% | 355 |
|
|
2023
Q4 | $389K | Hold |
6,135
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $362K | Sell |
6,135
-684
| -10% | -$40.3K | ﹤0.01% | 340 |
|
|
2023
Q2 | $446K | Buy |
6,819
+372
| +6% | +$24.3K | ﹤0.01% | 324 |
|
|
2023
Q1 | $433K | Buy |
+6,447
| New | +$433K | ﹤0.01% | 331 |
|