Focus Partners Wealth’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 | $16.6M | Buy |
203,011
+15,022
| +8% | +$1.23M | 0.04% | 398 |
|
|
2025
Q1 | $14.8M | Buy |
187,989
+15,488
| +9% | +$1.22M | 0.04% | 389 |
|
|
2024
Q4 | $13.1M | Buy |
172,501
+141,123
| +450% | +$10.7M | 0.03% | 401 |
|
|
2024
Q3 | $2.53M | Sell |
31,378
-106,955
| -77% | -$8.64M | 0.01% | 719 |
|
|
2024
Q2 | $9.43M | Buy |
138,333
+98,055
| +243% | +$6.68M | 0.03% | 395 |
|
|
2024
Q1 | $2.64M | Buy |
40,278
+35,416
| +728% | +$2.32M | 0.02% | 437 |
|
|
2023
Q4 | $308K | Buy |
+4,862
| New | +$308K | ﹤0.01% | 664 |
|