JB Capital’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
$398K Buy
+4,874
New +$398K 0.02% 179
2022
Q2
Sell
-3,923
Closed -$293K 248
2022
Q1
$293K Sell
3,923
-2,895
-42% -$216K 0.03% 199
2021
Q4
$488K Buy
6,818
+694
+11% +$49.7K 0.05% 168
2021
Q3
$391K Buy
+6,124
New +$391K 0.05% 192