Insight 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 | $223K | Sell |
2,730
-3
| -0.1% | -$245 | 0.04% | 254 |
|
|
2025
Q1 | $215K | Buy |
2,733
+63
| +2% | +$4.97K | 0.04% | 257 |
|
|
2024
Q4 | $202K | Sell |
2,670
-423
| -14% | -$32K | 0.03% | 274 |
|
|
2024
Q3 | $250K | Buy |
3,093
+82
| +3% | +$6.62K | 0.04% | 251 |
|
|
2024
Q2 | $205K | Buy |
+3,011
| New | +$205K | 0.04% | 271 |
|
|
2022
Q4 | – | Sell |
-3,120
| Closed | -$204K | – | 329 |
|
|
2022
Q3 | $204K | Sell |
3,120
-476
| -13% | -$31.1K | 0.08% | 264 |
|
|
2022
Q2 | $268K | Buy |
+3,596
| New | +$268K | 0.09% | 242 |
|