Interactive Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Interactive Financial Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Sell	34,137 -449	-1%	-$20.1K	1.02%	25
2025 Q4	$1.48M	Sell	34,586 -3,980	-10%	-$176K	0.95%	24
2025 Q3	$1.68M	Sell	38,566 -11,576	-23%	-$490K	0.91%	27
2025 Q2	$2.05M	Sell	50,142 -546	-1%	-$21.8K	1%	26
2025 Q1	$2M	Buy	50,688 +1,208	+2%	+$47.2K	1.06%	27
2024 Q4	$1.87M	Buy	49,480 +1,922	+4%	+$76.3K	0.98%	28
2024 Q3	$1.92M	Buy	47,558 +254	+0.5%	+$9.42K	0.99%	27
2024 Q2	$1.61M	Sell	47,304 -2,318	-5%	-$79.6K	0.89%	29
2024 Q1	$1.63M	Buy	49,622 +30,884	+165%	+$964K	0.9%	27
2023 Q4	$762K	Sell	18,738 -33,324	-64%	-$1.02M	0.41%	36
2023 Q3	$1.53M	Sell	52,062 -8,000	-13%	-$258K	1.03%	23
2023 Q2	$1.97M	Sell	60,062 -12,258	-17%	-$413K	1.34%	26
2023 Q1	$2.45M	Buy	72,320 +1,342	+2%	+$45.5K	1.57%	18
2022 Q4	$2.5M	Buy	70,978 +3,328	+5%	+$113K	1.5%	21
2022 Q3	$2.22M	Buy	67,650 +14,826	+28%	+$543K	1.29%	17
2022 Q2	$1.85M	Sell	52,824 -1,554	-3%	-$56.3K	0.93%	27
2022 Q1	$1.52M	Buy	54,378 +18,116	+50%	+$628K	0.71%	32
2021 Q4	$1.3M	Sell	36,262 -28	-0.1%	-$945	0.5%	37
2021 Q3	$1.16M	Buy	36,290 +194	+0.5%	+$6.48K	0.51%	39
2021 Q2	$1.14M	Sell	36,096 -590	-2%	-$19.3K	0.46%	40
2021 Q1	$1.18M	Sell	36,686 -1,746	-5%	-$54.2K	0.49%	39
2020 Q4	$1.2M	Sell	38,432 -4,820	-11%	-$153K	0.55%	37
2020 Q3	$1.28M	Sell	43,252 -8,932	-17%	-$265K	0.64%	30
2020 Q2	$1.47M	Sell	52,184 -6,524	-11%	-$188K	0.73%	30
2020 Q1	$1.63M	Buy	58,708 +10,498	+22%	+$336K	1.44%	14
2019 Q4	$1.56M	Buy	48,210 +886	+2%	+$28.1K	0.7%	26
2019 Q3	$1.53M	Buy	47,324 +2,590	+6%	+$79.9K	0.7%	27
2019 Q2	$1.33M	Buy	44,734 +3,538	+9%	+$104K	0.61%	27
2019 Q1	$1.2M	Buy	41,196 +2,574	+7%	+$71.6K	0.58%	27
2018 Q4	$1.02M	Buy	38,622 +9,710	+34%	+$264K	0.53%	28
2018 Q3	$761K	Buy	28,912 +42	+0.1%	+$1.12K	0.36%	39
2018 Q2	$750K	Sell	28,870 -10,544	-27%	-$265K	0.35%	36
2018 Q1	$996K	Sell	39,414 -8,416	-18%	-$210K	0.48%	33
2017 Q4	$1.26M	Buy	47,830 +1,024	+2%	+$28.1K	0.55%	30
2017 Q3	$1.24M	Buy	46,806 +5,776	+14%	+$155K	0.57%	29
2017 Q2	$1.07M	Buy	41,030 +3,530	+9%	+$92.7K	0.5%	32
2017 Q1	$962K	Sell	37,500 -2,126	-5%	-$53.1K	0.47%	33
2016 Q4	$962K	Buy	39,626 +13,012	+49%	+$311K	0.48%	32
2016 Q3	$652K	Buy	26,614 +4,278	+19%	+$109K	0.33%	43
2016 Q2	$586K	Buy	22,336 +5,974	+37%	+$147K	0.31%	43
2016 Q1	$406K	Buy	16,362 +1,374	+9%	+$31.7K	0.25%	46
2015 Q4	$324K	Sell	14,988 -1,648	-10%	-$35.7K	0.19%	41
2015 Q3	$360K	Sell	16,636 -1,874	-10%	-$40.4K	0.2%	40
2015 Q2	$384K	Sell	18,510 -5,608	-23%	-$123K	0.21%	44
2015 Q1	$536K	Buy	24,118 +1,106	+5%	+$25.6K	0.29%	41
2014 Q4	$543K	Buy	23,012 +328	+1%	+$7.42K	0.3%	40
2014 Q3	$477K	Buy	22,684 +184	+0.8%	+$3.9K	0.27%	39
2014 Q2	$498K	Buy	22,500 +3,266	+17%	+$69.5K	0.28%	38
2014 Q1	$399K	Buy	19,234 +1,956	+11%	+$38.6K	0.23%	35
2013 Q4	$328K	Buy	17,278 +424	+3%	+$8.11K	0.19%	37
2013 Q3	$315K	Buy	16,854 +2,912	+21%	+$55.5K	0.19%	37
2013 Q2	$262K	Buy	+13,942	New	+$273K	0.19%	32