GPS Wealth Strategies Group’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 | $267K | Buy |
3,271
+131
| +4% | +$10.7K | 0.03% | 274 |
|
|
2025
Q1 | $248K | Sell |
3,140
-55,772
| -95% | -$4.4M | 0.03% | 278 |
|
|
2024
Q4 | $4.46M | Buy |
58,912
+1,752
| +3% | +$133K | 0.57% | 32 |
|
|
2024
Q3 | $4.62M | Buy |
57,160
+55,703
| +3,823% | +$4.5M | 0.62% | 27 |
|
|
2024
Q2 | $99.3K | Buy |
1,457
+100
| +7% | +$6.81K | 0.01% | 393 |
|
|
2024
Q1 | $89.1K | Hold |
1,357
| – | – | 0.01% | 410 |
|
|
2023
Q4 | $85.9K | Sell |
1,357
-275
| -17% | -$17.4K | 0.02% | 389 |
|
|
2023
Q3 | $96.2K | Hold |
1,632
| – | – | 0.02% | 371 |
|
|
2023
Q2 | $107K | Sell |
1,632
-160
| -9% | -$10.5K | 0.02% | 352 |
|
|
2023
Q1 | $121K | Buy |
+1,792
| New | +$121K | 0.03% | 311 |
|
|
2022
Q4 | – | Sell |
-1,609
| Closed | -$105K | – | 1102 |
|
|
2022
Q3 | $105K | Hold |
1,609
| – | – | 0.03% | 297 |
|
|
2022
Q2 | $113K | Buy |
1,609
+275
| +21% | +$19.3K | 0.03% | 295 |
|
|
2022
Q1 | $99K | Hold |
1,334
| – | – | 0.02% | 315 |
|
|
2021
Q4 | $95K | Hold |
1,334
| – | – | 0.02% | 305 |
|
|
2021
Q3 | $85K | Sell |
1,334
-210
| -14% | -$13.4K | 0.02% | 311 |
|
|
2021
Q2 | $98K | Buy |
1,544
+8
| +0.5% | +$508 | 0.02% | 307 |
|
|
2021
Q1 | $98K | Buy |
+1,536
| New | +$98K | 0.03% | 278 |
|