Ken Fisher’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 | $355K | Buy |
+4,353
| New | +$355K | ﹤0.01% | 851 |
|
|
2024
Q1 | – | Sell |
-4,899
| Closed | -$310K | – | 1061 |
|
|
2023
Q4 | $310K | Sell |
4,899
-24,295
| -83% | -$1.54M | ﹤0.01% | 861 |
|
|
2023
Q3 | $1.72M | Sell |
29,194
-873
| -3% | -$51.4K | ﹤0.01% | 657 |
|
|
2023
Q2 | $1.97M | Buy |
30,067
+749
| +3% | +$49K | ﹤0.01% | 658 |
|
|
2023
Q1 | $1.98M | Sell |
29,318
-2,462
| -8% | -$167K | ﹤0.01% | 656 |
|
|
2022
Q4 | $2.24M | Sell |
31,780
-3,196
| -9% | -$225K | ﹤0.01% | 632 |
|
|
2022
Q3 | $2.29M | Sell |
34,976
-29,668
| -46% | -$1.94M | ﹤0.01% | 556 |
|
|
2022
Q2 | $4.53M | Sell |
64,644
-4,948
| -7% | -$347K | ﹤0.01% | 434 |
|
|
2022
Q1 | $5.18M | Sell |
69,592
-1,269
| -2% | -$94.5K | ﹤0.01% | 446 |
|
|
2021
Q4 | $5.07M | Sell |
70,861
-2,154
| -3% | -$154K | ﹤0.01% | 461 |
|
|
2021
Q3 | $4.66M | Buy |
+73,015
| New | +$4.66M | ﹤0.01% | 440 |
|