Interactive Financial 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 | $2.05M | Sell |
25,071
-273
| -1% | -$22.3K | 1% | 26 |
|
|
2025
Q1 | $2M | Buy |
25,344
+604
| +2% | +$47.6K | 1.06% | 27 |
|
|
2024
Q4 | $1.87M | Buy |
24,740
+961
| +4% | +$72.7K | 0.98% | 28 |
|
|
2024
Q3 | $1.92M | Buy |
23,779
+127
| +0.5% | +$10.3K | 0.99% | 27 |
|
|
2024
Q2 | $1.61M | Sell |
23,652
-1,159
| -5% | -$79K | 0.89% | 29 |
|
|
2024
Q1 | $1.63M | Buy |
24,811
+15,442
| +165% | +$1.01M | 0.9% | 27 |
|
|
2023
Q4 | $762K | Sell |
9,369
-16,662
| -64% | -$1.35M | 0.41% | 36 |
|
|
2023
Q3 | $1.53M | Sell |
26,031
-4,000
| -13% | -$236K | 1.03% | 23 |
|
|
2023
Q2 | $1.97M | Sell |
30,031
-6,129
| -17% | -$401K | 1.34% | 26 |
|
|
2023
Q1 | $2.45M | Buy |
36,160
+671
| +2% | +$45.4K | 1.57% | 18 |
|
|
2022
Q4 | $2.5M | Buy |
35,489
+1,664
| +5% | +$117K | 1.5% | 21 |
|
|
2022
Q3 | $2.22M | Buy |
33,825
+7,413
| +28% | +$486K | 1.29% | 17 |
|
|
2022
Q2 | $1.85M | Sell |
26,412
-777
| -3% | -$54.5K | 0.93% | 27 |
|
|
2022
Q1 | $1.52M | Buy |
27,189
+9,058
| +50% | +$508K | 0.71% | 32 |
|
|
2021
Q4 | $1.3M | Sell |
18,131
-14
| -0.1% | -$1K | 0.5% | 37 |
|
|
2021
Q3 | $1.16M | Buy |
18,145
+97
| +0.5% | +$6.2K | 0.51% | 39 |
|
|
2021
Q2 | $1.14M | Sell |
18,048
-295
| -2% | -$18.7K | 0.46% | 40 |
|
|
2021
Q1 | $1.18M | Sell |
18,343
-873
| -5% | -$55.9K | 0.49% | 39 |
|
|
2020
Q4 | $1.2M | Sell |
19,216
-2,410
| -11% | -$151K | 0.55% | 37 |
|
|
2020
Q3 | $1.28M | Sell |
21,626
-4,466
| -17% | -$265K | 0.64% | 30 |
|
|
2020
Q2 | $1.47M | Sell |
26,092
-3,262
| -11% | -$184K | 0.73% | 30 |
|
|
2020
Q1 | $1.63M | Buy |
29,354
+5,249
| +22% | +$291K | 1.44% | 14 |
|
|
2019
Q4 | $1.56M | Buy |
24,105
+443
| +2% | +$28.6K | 0.7% | 26 |
|
|
2019
Q3 | $1.53M | Buy |
23,662
+1,295
| +6% | +$83.8K | 0.7% | 27 |
|
|
2019
Q2 | $1.33M | Buy |
22,367
+1,769
| +9% | +$106K | 0.61% | 27 |
|
|
2019
Q1 | $1.2M | Buy |
20,598
+1,287
| +7% | +$74.9K | 0.58% | 27 |
|
|
2018
Q4 | $1.02M | Buy |
19,311
+4,855
| +34% | +$257K | 0.53% | 28 |
|
|
2018
Q3 | $761K | Buy |
14,456
+21
| +0.1% | +$1.11K | 0.36% | 39 |
|
|
2018
Q2 | $750K | Sell |
14,435
-5,272
| -27% | -$274K | 0.35% | 36 |
|
|
2018
Q1 | $996K | Sell |
19,707
-4,208
| -18% | -$213K | 0.48% | 33 |
|
|
2017
Q4 | $1.26M | Buy |
23,915
+512
| +2% | +$27K | 0.55% | 30 |
|
|
2017
Q3 | $1.24M | Buy |
23,403
+2,888
| +14% | +$153K | 0.57% | 29 |
|
|
2017
Q2 | $1.07M | Buy |
20,515
+1,765
| +9% | +$91.7K | 0.5% | 32 |
|
|
2017
Q1 | $962K | Sell |
18,750
-1,063
| -5% | -$54.5K | 0.47% | 33 |
|
|
2016
Q4 | $962K | Buy |
19,813
+6,506
| +49% | +$316K | 0.48% | 32 |
|
|
2016
Q3 | $652K | Buy |
13,307
+2,139
| +19% | +$105K | 0.33% | 43 |
|
|
2016
Q2 | $586K | Buy |
11,168
+2,987
| +37% | +$157K | 0.31% | 43 |
|
|
2016
Q1 | $406K | Buy |
8,181
+687
| +9% | +$34.1K | 0.25% | 46 |
|
|
2015
Q4 | $324K | Sell |
7,494
-824
| -10% | -$35.6K | 0.19% | 41 |
|
|
2015
Q3 | $360K | Sell |
8,318
-937
| -10% | -$40.6K | 0.2% | 40 |
|
|
2015
Q2 | $384K | Sell |
9,255
-2,804
| -23% | -$116K | 0.21% | 44 |
|
|
2015
Q1 | $536K | Buy |
12,059
+553
| +5% | +$24.6K | 0.29% | 41 |
|
|
2014
Q4 | $543K | Buy |
11,506
+164
| +1% | +$7.74K | 0.3% | 40 |
|
|
2014
Q3 | $477K | Buy |
11,342
+92
| +0.8% | +$3.87K | 0.27% | 39 |
|
|
2014
Q2 | $498K | Buy |
11,250
+1,633
| +17% | +$72.3K | 0.28% | 38 |
|
|
2014
Q1 | $399K | Buy |
9,617
+978
| +11% | +$40.6K | 0.23% | 35 |
|
|
2013
Q4 | $328K | Buy |
8,639
+212
| +3% | +$8.05K | 0.19% | 37 |
|
|
2013
Q3 | $315K | Buy |
8,427
+1,456
| +21% | +$54.4K | 0.19% | 37 |
|
|
2013
Q2 | $262K | Buy |
+6,971
| New | +$262K | 0.19% | 32 |
|