Hudson Valley Investment 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 | $1.72M | Sell |
21,117
-785
| -4% | -$64.1K | 0.19% | 89 |
|
|
2025
Q1 | $1.73M | Sell |
21,902
-401
| -2% | -$31.6K | 0.21% | 83 |
|
|
2024
Q4 | $1.69M | Sell |
22,303
-153
| -0.7% | -$11.6K | 0.19% | 82 |
|
|
2024
Q3 | $1.81M | Sell |
22,456
-3,600
| -14% | -$291K | 0.2% | 84 |
|
|
2024
Q2 | $1.69M | Buy |
26,056
+176
| +0.7% | +$11.4K | 0.22% | 83 |
|
|
2024
Q1 | $1.7M | Sell |
25,880
-176
| -0.7% | -$11.6K | 0.2% | 83 |
|
|
2023
Q4 | $1.69M | Buy |
26,056
+553
| +2% | +$35.9K | 0.23% | 83 |
|
|
2023
Q3 | $1.5M | Buy |
25,503
+88
| +0.3% | +$5.19K | 0.21% | 86 |
|
|
2023
Q2 | $1.66M | Buy |
25,415
+735
| +3% | +$48.1K | 0.23% | 88 |
|
|
2023
Q1 | $1.67M | Buy |
24,680
+1,167
| +5% | +$79K | 0.23% | 91 |
|
|
2022
Q4 | $1.66M | Buy |
23,513
+481
| +2% | +$33.9K | 0.25% | 92 |
|
|
2022
Q3 | $1.51M | Sell |
23,032
-136
| -0.6% | -$8.91K | 0.24% | 92 |
|
|
2022
Q2 | $1.63M | Buy |
23,168
+875
| +4% | +$61.4K | 0.25% | 92 |
|
|
2022
Q1 | $1.66M | Buy |
+22,293
| New | +$1.66M | 0.22% | 89 |
|