Florida Financial 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 | $1.51M | Buy |
18,465
+8,565
| +87% | +$699K | 0.5% | 41 |
|
|
2025
Q1 | $780K | Sell |
9,900
-1,578
| -14% | -$124K | 0.31% | 69 |
|
|
2024
Q4 | $869K | Buy |
11,478
+2,030
| +21% | +$154K | 0.39% | 54 |
|
|
2024
Q3 | $763K | Buy |
9,448
+3,425
| +57% | +$277K | 0.39% | 54 |
|
|
2024
Q2 | $410K | Sell |
6,023
-79
| -1% | -$5.38K | 0.25% | 74 |
|
|
2024
Q1 | $401K | Buy |
6,102
+358
| +6% | +$23.5K | 0.29% | 62 |
|
|
2023
Q4 | $363K | Buy |
+5,744
| New | +$363K | 0.34% | 56 |
|