JDM Financial Group’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
$2.7K Hold
33
﹤0.01% 244
2025
Q1
$2.6K Hold
33
﹤0.01% 240
2024
Q4
$2.5K Hold
33
﹤0.01% 250
2024
Q3
$2.67K Hold
33
﹤0.01% 235
2024
Q2
$2.25K Hold
33
﹤0.01% 215
2024
Q1
$2.17K Hold
33
﹤0.01% 206
2023
Q4
$2.09K Hold
33
﹤0.01% 201
2023
Q3
$1.95K Hold
33
﹤0.01% 201
2023
Q2
$2.16K Hold
33
﹤0.01% 200
2023
Q1
$2.23K Hold
33
﹤0.01% 209
2022
Q4
$2.33K Buy
+33
New +$2.33K ﹤0.01% 205