Guidance Capital’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 | $2.25M | Buy |
26,274
+3,031
| +13% | +$260K | 0.64% | 27 |
|
|
2025
Q1 | $1.85M | Buy |
23,243
+429
| +2% | +$34.2K | 0.57% | 31 |
|
|
2024
Q4 | $1.81M | Buy |
22,814
+2,278
| +11% | +$181K | 0.55% | 32 |
|
|
2024
Q3 | $1.68M | Buy |
20,536
+1,177
| +6% | +$96.5K | 0.53% | 33 |
|
|
2024
Q2 | $1.41M | Buy |
19,359
+660
| +4% | +$48K | 0.46% | 43 |
|
|
2024
Q1 | $1.19M | Buy |
18,699
+14,982
| +403% | +$953K | 0.44% | 43 |
|
|
2023
Q4 | $239K | Buy |
+3,717
| New | +$239K | 0.09% | 165 |
|
|
2023
Q3 | – | Sell |
-3,384
| Closed | -$219K | – | 159 |
|
|
2023
Q2 | $219K | Buy |
+3,384
| New | +$219K | 0.1% | 143 |
|