Floyd Financial Group’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
$3.15M Buy
38,479
+18,749
+95% +$1.53M 2.91% 12
2025
Q1
$1.56M Buy
19,730
+575
+3% +$45.3K 1.41% 22
2024
Q4
$1.45M Buy
+19,155
New +$1.45M 1.19% 26