H&H Retirement Design & Management’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 | $4.44M | Buy |
52,897
+2,644
| +5% | +$222K | 2.44% | 15 |
|
|
2025
Q1 | $3.82M | Buy |
50,253
+149
| +0.3% | +$11.3K | 2.54% | 14 |
|
|
2024
Q4 | $4.02M | Sell |
50,104
-1,753
| -3% | -$141K | 2.44% | 15 |
|
|
2024
Q3 | $4.18M | Buy |
51,857
+257
| +0.5% | +$20.7K | 2.46% | 14 |
|
|
2024
Q2 | $3.65M | Sell |
51,600
-153
| -0.3% | -$10.8K | 2.25% | 15 |
|
|
2024
Q1 | $3.42M | Sell |
51,753
-7,434
| -13% | -$491K | 2.26% | 14 |
|
|
2023
Q4 | $3.55M | Buy |
59,187
+9,148
| +18% | +$549K | 2.24% | 15 |
|
|
2023
Q3 | $2.97M | Sell |
50,039
-140
| -0.3% | -$8.3K | 2.05% | 16 |
|
|
2023
Q2 | $3.37M | Sell |
50,179
-836
| -2% | -$56.1K | 2.24% | 15 |
|
|
2023
Q1 | $3.55M | Buy |
+51,015
| New | +$3.55M | 2.26% | 14 |
|