Financial Engines 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 | $296K | Buy |
3,624
+252
| +7% | +$20.6K | ﹤0.01% | 448 |
|
|
2025
Q1 | $266K | Sell |
3,372
-29
| -0.9% | -$2.29K | ﹤0.01% | 385 |
|
|
2024
Q4 | $257K | Hold |
3,401
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $275K | Buy |
3,401
+1
| +0% | +$81 | ﹤0.01% | 343 |
|
|
2024
Q2 | $232K | Sell |
3,400
-401
| -11% | -$27.3K | ﹤0.01% | 335 |
|
|
2024
Q1 | $250K | Buy |
3,801
+550
| +17% | +$36.1K | ﹤0.01% | 309 |
|
|
2023
Q4 | $206K | Buy |
+3,251
| New | +$206K | ﹤0.01% | 304 |
|
|
2023
Q3 | – | Sell |
-6,373
| Closed | -$417K | – | 302 |
|
|
2023
Q2 | $417K | Buy |
6,373
+9
| +0.1% | +$589 | ﹤0.01% | 220 |
|
|
2023
Q1 | $431K | Buy |
6,364
+2,965
| +87% | +$201K | ﹤0.01% | 219 |
|
|
2022
Q4 | $240K | Sell |
3,399
-23
| -0.7% | -$1.62K | ﹤0.01% | 262 |
|
|
2022
Q3 | $224K | Buy |
3,422
+16
| +0.5% | +$1.05K | ﹤0.01% | 270 |
|
|
2022
Q2 | $238K | Sell |
3,406
-209
| -6% | -$14.6K | ﹤0.01% | 271 |
|
|
2022
Q1 | $269K | Sell |
3,615
-82
| -2% | -$6.1K | ﹤0.01% | 269 |
|
|
2021
Q4 | $265K | Buy |
+3,697
| New | +$265K | ﹤0.01% | 237 |
|
|
2018
Q2 | – | Sell |
-313
| Closed | -$16K | – | 164 |
|
|
2018
Q1 | $16K | Buy |
+313
| New | +$16K | ﹤0.01% | 91 |
|