Farther Finance 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 | $1.41M | Buy |
17,293
+7,152
| +71% | +$584K | 0.03% | 470 |
|
|
2025
Q1 | $802K | Buy |
10,141
+4,982
| +97% | +$394K | 0.02% | 595 |
|
|
2024
Q4 | $391K | Buy |
5,159
+464
| +10% | +$35.1K | 0.01% | 684 |
|
|
2024
Q3 | $379K | Buy |
4,695
+2,019
| +75% | +$163K | 0.01% | 708 |
|
|
2024
Q2 | $181K | Buy |
2,676
+313
| +13% | +$21.2K | 0.01% | 877 |
|
|
2024
Q1 | $154K | Buy |
2,363
+1,266
| +115% | +$82.6K | 0.01% | 784 |
|
|
2023
Q4 | $69.5K | Sell |
1,097
-2,424
| -69% | -$153K | 0.01% | 917 |
|
|
2023
Q3 | $208K | Buy |
3,521
+473
| +16% | +$27.9K | 0.03% | 381 |
|
|
2023
Q2 | $199K | Sell |
3,048
-2,784
| -48% | -$182K | 0.04% | 314 |
|
|
2023
Q1 | $395K | Buy |
5,832
+1,498
| +35% | +$101K | 0.12% | 166 |
|
|
2022
Q4 | $306K | Buy |
+4,334
| New | +$306K | 0.12% | 169 |
|