J2 Capital Management’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 | $614K | Buy |
7,517
+1,517
| +25% | +$124K | 0.49% | 47 |
|
|
2025
Q1 | $473K | Sell |
6,000
-2,862
| -32% | -$226K | 0.43% | 43 |
|
|
2024
Q4 | $671K | Buy |
+8,862
| New | +$671K | 0.63% | 28 |
|
|
2023
Q3 | $354K | Hold |
6,000
| – | – | 0.45% | 64 |
|
|
2023
Q2 | $393K | Hold |
6,000
| – | – | 0.47% | 57 |
|
|
2023
Q1 | $406K | Hold |
6,000
| – | – | 0.63% | 36 |
|
|
2022
Q4 | $423K | Hold |
6,000
| – | – | 0.73% | 31 |
|
|
2022
Q3 | $393K | Sell |
6,000
-1,666
| -22% | -$109K | 0.75% | 26 |
|
|
2022
Q2 | $538K | Buy |
7,666
+3,935
| +105% | +$276K | 0.82% | 27 |
|
|
2022
Q1 | $278K | Hold |
3,731
| – | – | 0.3% | 79 |
|
|
2021
Q4 | $267K | Buy |
+3,731
| New | +$267K | 0.25% | 92 |
|