FPGK
Financial Partners Group (Kansas)’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+2,530
| New | +$207K | 0.03% | 194 |
|
|
2024
Q4 | – | Sell |
-4,992
| Closed | -$403K | – | 201 |
|
|
2024
Q3 | $403K | Buy |
+4,992
| New | +$403K | 0.06% | 123 |
|
|
2023
Q3 | – | Sell |
-35,386
| Closed | -$2.26M | – | 176 |
|
|
2023
Q2 | $2.26M | Sell |
35,386
-12,687
| -26% | -$812K | 0.46% | 38 |
|
|
2023
Q1 | $3.25M | Sell |
48,073
-670
| -1% | -$45.4K | 0.72% | 35 |
|
|
2022
Q4 | $3.32M | Buy |
48,743
+7,135
| +17% | +$486K | 0.73% | 34 |
|
|
2022
Q3 | $2.73M | Buy |
41,608
+24,683
| +146% | +$1.62M | 0.72% | 31 |
|
|
2022
Q2 | $1.19M | Buy |
16,925
+1,683
| +11% | +$118K | 0.3% | 43 |
|
|
2022
Q1 | $1.14M | Buy |
15,242
+1,124
| +8% | +$83.7K | 0.25% | 55 |
|
|
2021
Q4 | $978K | Sell |
14,118
-4
| -0% | -$277 | 0.21% | 62 |
|
|
2021
Q3 | $902K | Sell |
14,122
-262
| -2% | -$16.7K | 0.21% | 65 |
|
|
2021
Q2 | $910K | Buy |
+14,384
| New | +$910K | 0.23% | 57 |
|