Good Life 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 | $2.05M | Buy |
25,142
+3,692
| +17% | +$301K | 0.13% | 139 |
|
|
2025
Q1 | $1.69M | Buy |
21,450
+2,864
| +15% | +$226K | 0.12% | 148 |
|
|
2024
Q4 | $1.41M | Buy |
18,586
+8,592
| +86% | +$650K | 0.1% | 153 |
|
|
2024
Q3 | $807K | Buy |
9,994
+1,619
| +19% | +$131K | 0.05% | 252 |
|
|
2024
Q2 | $571K | Sell |
8,375
-8,817
| -51% | -$601K | 0.05% | 236 |
|
|
2024
Q1 | $1.13M | Buy |
17,192
+664
| +4% | +$43.6K | 0.1% | 155 |
|
|
2023
Q4 | $1.05M | Buy |
16,528
+269
| +2% | +$17K | 0.1% | 156 |
|
|
2023
Q3 | $958K | Buy |
16,259
+3,995
| +33% | +$235K | 0.11% | 159 |
|
|
2023
Q2 | $803K | Buy |
12,264
+28
| +0.2% | +$1.83K | 0.09% | 170 |
|
|
2023
Q1 | $828K | Sell |
12,236
-4,724
| -28% | -$320K | 0.11% | 155 |
|
|
2022
Q4 | $1.2M | Buy |
16,960
+2,399
| +16% | +$169K | 0.17% | 121 |
|
|
2022
Q3 | $954K | Buy |
14,561
+1,529
| +12% | +$100K | 0.14% | 127 |
|
|
2022
Q2 | $914K | Buy |
13,032
+1,675
| +15% | +$117K | 0.13% | 130 |
|
|
2022
Q1 | $846K | Buy |
11,357
+2,064
| +22% | +$154K | 0.11% | 142 |
|
|
2021
Q4 | $665K | Sell |
9,293
-608
| -6% | -$43.5K | 0.08% | 169 |
|
|
2021
Q3 | $632K | Buy |
9,901
+1,814
| +22% | +$116K | 0.09% | 166 |
|
|
2021
Q2 | $511K | Buy |
+8,087
| New | +$511K | 0.1% | 155 |
|