Founders Financial Alliance’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 | $243K | Sell |
2,979
-1,448
| -33% | -$118K | 0.06% | 290 |
|
|
2025
Q1 | $349K | Buy |
4,427
+2,971
| +204% | +$234K | 0.08% | 229 |
|
|
2024
Q4 | $110K | Sell |
1,456
-130
| -8% | -$9.84K | 0.03% | 314 |
|
|
2024
Q3 | $128K | Hold |
1,586
| – | – | 0.04% | 314 |
|
|
2024
Q2 | $108K | Buy |
1,586
+108
| +7% | +$7.36K | 0.03% | 314 |
|
|
2024
Q1 | $97K | Sell |
1,478
-36
| -2% | -$2.36K | 0.03% | 324 |
|
|
2023
Q4 | $95.9K | Buy |
1,514
+76
| +5% | +$4.81K | 0.04% | 292 |
|
|
2023
Q3 | $84.7K | Sell |
1,438
-394
| -22% | -$23.2K | 0.04% | 282 |
|
|
2023
Q2 | $120K | Buy |
1,832
+390
| +27% | +$25.5K | 0.05% | 283 |
|
|
2023
Q1 | $97.6K | Buy |
1,442
+71
| +5% | +$4.81K | 0.05% | 254 |
|
|
2022
Q4 | $96.7K | Buy |
1,371
+98
| +8% | +$6.91K | 0.04% | 267 |
|
|
2022
Q3 | $83K | Sell |
1,273
-9
| -0.7% | -$587 | 0.04% | 270 |
|
|
2022
Q2 | $90K | Buy |
1,282
+93
| +8% | +$6.53K | 0.05% | 275 |
|
|
2022
Q1 | $89K | Buy |
1,189
+71
| +6% | +$5.32K | 0.04% | 272 |
|
|
2021
Q4 | $80K | Sell |
1,118
-650
| -37% | -$46.5K | 0.03% | 319 |
|
|
2021
Q3 | $113K | Sell |
1,768
-110
| -6% | -$7.03K | 0.05% | 269 |
|
|
2021
Q2 | $119K | Sell |
1,878
-280
| -13% | -$17.7K | 0.05% | 275 |
|
|
2021
Q1 | $138K | Sell |
2,158
-380
| -15% | -$24.3K | 0.07% | 251 |
|
|
2020
Q4 | $160K | Buy |
2,538
+205
| +9% | +$12.9K | 0.09% | 212 |
|
|
2020
Q3 | $139K | Buy |
+2,333
| New | +$139K | 0.08% | 206 |
|