Founders Financial Securities’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.21M | Buy |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $590K | Sell |
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|
2021
Q3 | $678K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $219K | Buy |
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