IAN
Integrated Advisors Network’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 | $3.21M | Buy |
39,258
+16,991
| +76% | +$1.39M | 0.14% | 169 |
|
|
2025
Q1 | $1.76M | Sell |
22,267
-16,493
| -43% | -$1.3M | 0.09% | 223 |
|
|
2024
Q4 | $2.93M | Buy |
38,760
+8,698
| +29% | +$658K | 0.14% | 163 |
|
|
2024
Q3 | $2.43M | Buy |
30,062
+15,680
| +109% | +$1.27M | 0.11% | 190 |
|
|
2024
Q2 | $980K | Buy |
14,382
+316
| +2% | +$21.5K | 0.05% | 305 |
|
|
2024
Q1 | $923K | Sell |
14,066
-170
| -1% | -$11.2K | 0.05% | 320 |
|
|
2023
Q4 | $902K | Sell |
14,236
-11,353
| -44% | -$719K | 0.05% | 304 |
|
|
2023
Q3 | $1.51M | Buy |
25,589
+8
| +0% | +$471 | 0.09% | 216 |
|
|
2023
Q2 | $1.67M | Sell |
25,581
-61,415
| -71% | -$4.02M | 0.1% | 216 |
|
|
2023
Q1 | $5.89M | Sell |
86,996
-18,832
| -18% | -$1.27M | 0.35% | 73 |
|
|
2022
Q4 | $7.46M | Buy |
105,828
+4,862
| +5% | +$343K | 0.48% | 47 |
|
|
2022
Q3 | $6.61M | Sell |
100,966
-147,589
| -59% | -$9.67M | 0.45% | 50 |
|
|
2022
Q2 | $17.4M | Buy |
248,555
+30,868
| +14% | +$2.16M | 1.13% | 13 |
|
|
2022
Q1 | $16.2M | Buy |
217,687
+213,245
| +4,801% | +$15.9M | 0.95% | 17 |
|
|
2021
Q4 | $318K | Buy |
4,442
+1,311
| +42% | +$93.9K | 0.02% | 522 |
|
|
2021
Q3 | $200K | Buy |
+3,131
| New | +$200K | 0.01% | 583 |
|
|
2020
Q2 | – | Sell |
-7,991
| Closed | -$443K | – | 468 |
|
|
2020
Q1 | $443K | Sell |
7,991
-75,096
| -90% | -$4.16M | 0.09% | 202 |
|
|
2019
Q4 | $5.37M | Buy |
+83,087
| New | +$5.37M | 0.72% | 25 |
|