Gateway Advisory’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
2024
Q3
$20.2M Buy
249,500
+8,574
+4% +$693K 3.25% 10
2024
Q2
$16.4M Buy
240,926
+96,630
+67% +$6.58M 2.79% 10
2024
Q1
$9.47M Buy
144,296
+7,035
+5% +$462K 1.66% 14
2023
Q4
$8.69M Buy
+137,261
New +$8.69M 1.67% 16