HGA
Hobbs Group Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
4,612
+1,766
| +62% | +$144K | 0.13% | 113 |
|
|
2025
Q1 | $224K | Sell |
2,846
-47
| -2% | -$3.71K | 0.09% | 133 |
|
|
2024
Q4 | $219K | Sell |
2,893
-44
| -1% | -$3.33K | 0.08% | 132 |
|
|
2024
Q3 | $237K | Sell |
2,937
-462
| -14% | -$37.3K | 0.09% | 128 |
|
|
2024
Q2 | $232K | Buy |
+3,399
| New | +$232K | 0.09% | 132 |
|
|
2023
Q4 | $141K | Buy |
+2,221
| New | +$141K | 0.06% | 139 |
|