JSF 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 | $2.4M | Buy |
29,334
+1,961
| +7% | +$160K | 0.57% | 26 |
|
|
2025
Q1 | $2.16M | Buy |
27,373
+1,500
| +6% | +$118K | 0.57% | 28 |
|
|
2024
Q4 | $1.96M | Buy |
25,873
+859
| +3% | +$65K | 0.52% | 30 |
|
|
2024
Q3 | $2.02M | Buy |
25,014
+2,365
| +10% | +$191K | 0.59% | 29 |
|
|
2024
Q2 | $1.54M | Buy |
22,649
+1,335
| +6% | +$91K | 0.47% | 36 |
|
|
2024
Q1 | $1.4M | Sell |
21,314
-52,576
| -71% | -$3.45M | 0.44% | 34 |
|
|
2023
Q4 | $4.68M | Sell |
73,890
-14,767
| -17% | -$935K | 1.62% | 14 |
|
|
2023
Q3 | $5.22M | Buy |
88,657
+9,169
| +12% | +$540K | 2.02% | 11 |
|
|
2023
Q2 | $5.2M | Buy |
79,488
+72,059
| +970% | +$4.72M | 1.84% | 16 |
|
|
2023
Q1 | $503K | Buy |
+7,429
| New | +$503K | 0.19% | 74 |
|