Envestnet Portfolio Solutions’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 | $2.37M | Buy |
29,043
+8,651
| +42% | +$706K | 0.01% | 514 |
|
|
2025
Q1 | $1.61M | Sell |
20,392
-4,524
| -18% | -$357K | 0.01% | 653 |
|
|
2024
Q4 | $1.89M | Sell |
24,916
-17,738
| -42% | -$1.34M | 0.01% | 684 |
|
|
2024
Q3 | $3.45M | Buy |
42,654
+10,635
| +33% | +$859K | 0.01% | 500 |
|
|
2024
Q2 | $2.18M | Buy |
32,019
+676
| +2% | +$46.1K | 0.01% | 609 |
|
|
2024
Q1 | $2.06M | Buy |
31,343
+10,902
| +53% | +$716K | 0.01% | 628 |
|
|
2023
Q4 | $1.29M | Sell |
20,441
-50
| -0.2% | -$3.17K | 0.01% | 718 |
|
|
2023
Q3 | $1.21M | Buy |
+20,491
| New | +$1.21M | 0.01% | 701 |
|