Financial Gravity Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $131K | Sell |
2,865
-217
| -7% | -$9.74K | 0.02% | 194 |
|
|
2025
Q4 | $132K | Buy |
3,082
+2,440
| +380% | +$108K | 0.03% | 150 |
|
|
2025
Q3 | $28K | Buy |
+642
| New | +$27.2K | 0.01% | 368 |
|
|
2025
Q1 | $17.7K | Buy |
+450
| New | +$17.6K | ﹤0.01% | 495 |
|
|
2024
Q2 | $52.9K | Sell |
1,554
-52
| -3% | -$1.79K | 0.01% | 263 |
|
|
2024
Q1 | $52.7K | Sell |
1,606
-366
| -19% | -$11.4K | 0.01% | 375 |
|
|
2023
Q4 | $59.9K | Buy |
1,972
+838
| +74% | +$25.6K | ﹤0.01% | 570 |
|
|
2023
Q3 | $33.5K | Buy |
1,134
+1,004
| +772% | +$32.4K | ﹤0.01% | 514 |
|
|
2023
Q2 | $16.4K | Sell |
130
-76
| -37% | -$2.56K | 0.04% | 170 |
|
|
2023
Q1 | $25.2K | Buy |
+206
| New | +$6.98K | 0.78% | 29 |
|
|
2022
Q4 | – | Sell |
-396
| Closed | -$2.56K | – | 1544 |
|
|
2022
Q3 | $2.56K | Sell |
396
-2,544
| -87% | -$93.2K | 0.09% | 235 |
|
|
2022
Q2 | $15.1K | Buy |
2,940
+2,496
| +562% | +$90.4K | 0.47% | 41 |
|
|
2022
Q1 | $2.91K | Buy |
444
+12
| +3% | +$416 | 0.08% | 213 |
|
|
2021
Q4 | $2.8K | Buy |
432
+354
| +454% | +$11.9K | 0.06% | 291 |
|
|
2021
Q3 | $64K | Hold |
78
| – | – | 0.03% | 479 |
|
|
2021
Q2 | $63K | Sell |
78
-566
| -88% | -$18.5K | 0.02% | 492 |
|
|
2021
Q1 | $2.52K | Sell |
644
-170
| -21% | -$5.27K | 0.05% | 224 |
|
|
2020
Q4 | $26K | Buy |
+814
| New | +$25.8K | 0.02% | 118 |
|
|
2020
Q2 | – | Sell |
-652
| Closed | -$2.4K | – | 957 |
|
|
2020
Q1 | $2.4K | Sell |
652
-6,704
| -91% | -$214K | 0.01% | 379 |
|
|
2019
Q4 | $83K | Buy |
7,356
+7,326
| +24,420% | +$233K | 0.06% | 411 |
|
|
2019
Q3 | $1K | Sell |
30
-88
| -75% | -$2.71K | ﹤0.01% | 1132 |
|
|
2019
Q2 | $4K | Buy |
+118
| New | +$3.47K | ﹤0.01% | 754 |
|
Other funds holding XLU
