Founders Capital Management (Texas)’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 | $64.1K | Hold |
785
| – | – | 0.04% | 115 |
|
|
2025
Q1 | $61.9K | Hold |
785
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $59.4K | Hold |
785
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $63.4K | Sell |
785
-55
| -7% | -$4.44K | 0.04% | 123 |
|
|
2024
Q2 | $57.2K | Sell |
840
-30
| -3% | -$2.04K | 0.04% | 127 |
|
|
2024
Q1 | $57.1K | Sell |
870
-75
| -8% | -$4.92K | 0.04% | 127 |
|
|
2023
Q4 | $59.8K | Buy |
945
+275
| +41% | +$17.4K | 0.04% | 123 |
|
|
2023
Q3 | $39.5K | Hold |
670
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $43.8K | Hold |
670
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $45K | Hold |
670
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $47K | Hold |
670
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $44K | Hold |
670
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $47K | Buy |
670
+500
| +294% | +$35.1K | 0.04% | 128 |
|
|
2022
Q1 | $12K | Hold |
170
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $12K | Hold |
170
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $11K | Hold |
170
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $11K | Hold |
170
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $11K | Hold |
170
| – | – | 0.01% | 242 |
|
|
2020
Q4 | $11K | Buy |
+170
| New | +$11K | 0.01% | 246 |
|
|
2020
Q1 | $9K | Hold |
170
| – | – | 0.01% | 234 |
|
|
2019
Q4 | $11K | Hold |
170
| – | – | 0.01% | 247 |
|
|
2019
Q3 | $11K | Hold |
170
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $10K | Hold |
170
| – | – | 0.01% | 259 |
|
|
2019
Q1 | $10K | Hold |
170
| – | – | 0.01% | 257 |
|
|
2018
Q4 | $9K | Hold |
170
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $9K | Hold |
170
| – | – | 0.01% | 251 |
|
|
2018
Q2 | $9K | Hold |
170
| – | – | 0.01% | 255 |
|
|
2018
Q1 | $9K | Sell |
170
-360
| -68% | -$19.1K | 0.01% | 295 |
|
|
2017
Q4 | $28K | Hold |
530
| – | – | 0.02% | 183 |
|
|
2017
Q3 | $28K | Hold |
530
| – | – | 0.02% | 177 |
|
|
2017
Q2 | $28K | Hold |
530
| – | – | 0.02% | 177 |
|
|
2017
Q1 | $27K | Buy |
+530
| New | +$27K | 0.02% | 184 |
|