Goldstein Advisors’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 | $266K | Hold |
3,261
| – | – | 0.04% | 148 |
|
|
2025
Q1 | $257K | Hold |
3,261
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $247K | Hold |
3,261
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $263K | Hold |
3,261
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $222K | Hold |
3,261
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $214K | Hold |
3,261
| – | – | 0.04% | 148 |
|
|
2023
Q4 | $207K | Buy |
+3,261
| New | +$207K | 0.03% | 170 |
|
|
2023
Q3 | – | Sell |
-3,261
| Closed | -$213K | – | 177 |
|
|
2023
Q2 | $213K | Buy |
3,261
+20
| +0.6% | +$1.31K | 0.04% | 139 |
|
|
2023
Q1 | $219K | Buy |
+3,241
| New | +$219K | 0.05% | 128 |
|