Intrua Financial’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 | $849K | Sell |
10,392
-73,389
| -88% | -$5.99M | 0.11% | 134 |
|
|
2025
Q1 | $6.61M | Buy |
83,781
+65,349
| +355% | +$5.15M | 0.96% | 15 |
|
|
2024
Q4 | $1.4M | Buy |
18,432
+12,258
| +199% | +$928K | 0.21% | 82 |
|
|
2024
Q3 | $499K | Sell |
6,174
-19,261
| -76% | -$1.56M | 0.07% | 218 |
|
|
2024
Q2 | $1.73M | Buy |
25,435
+14,229
| +127% | +$970K | 0.26% | 79 |
|
|
2024
Q1 | $736K | Sell |
11,206
-39,696
| -78% | -$2.61M | 0.11% | 178 |
|
|
2023
Q4 | $3.22M | Buy |
50,902
+46,860
| +1,159% | +$2.97M | 0.47% | 49 |
|
|
2023
Q3 | $238K | Buy |
4,042
+157
| +4% | +$9.25K | 0.04% | 302 |
|
|
2023
Q2 | $254K | Buy |
+3,885
| New | +$254K | 0.04% | 299 |
|
|
2022
Q4 | – | Sell |
-4,708
| Closed | -$308K | – | 345 |
|
|
2022
Q3 | $308K | Sell |
4,708
-3,747
| -44% | -$245K | 0.08% | 220 |
|
|
2022
Q2 | $593K | Sell |
8,455
-3,150
| -27% | -$221K | 0.13% | 176 |
|
|
2022
Q1 | $864K | Buy |
+11,605
| New | +$864K | 0.15% | 138 |
|