Laraway Financial Advisors’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 | $1.67M | Sell |
20,479
-453
| -2% | -$37K | 1.27% | 22 |
|
|
2025
Q1 | $1.65M | Buy |
20,932
+39
| +0.2% | +$3.08K | 1.31% | 23 |
|
|
2024
Q4 | $1.58M | Buy |
20,893
+429
| +2% | +$32.5K | 1.22% | 23 |
|
|
2024
Q3 | $1.65M | Sell |
20,464
-457
| -2% | -$36.9K | 1.32% | 20 |
|
|
2024
Q2 | $1.43M | Sell |
20,921
-215
| -1% | -$14.7K | 1.22% | 22 |
|
|
2024
Q1 | $1.39M | Buy |
21,136
+443
| +2% | +$29.1K | 1.22% | 23 |
|
|
2023
Q4 | $1.31M | Buy |
20,693
+30
| +0.1% | +$1.9K | 1.24% | 22 |
|
|
2023
Q3 | $1.22M | Sell |
20,663
-96
| -0.5% | -$5.66K | 1.27% | 23 |
|
|
2023
Q2 | $1.36M | Sell |
20,759
-696
| -3% | -$45.5K | 1.34% | 19 |
|
|
2023
Q1 | $1.45M | Sell |
21,455
-731
| -3% | -$49.5K | 1.47% | 18 |
|
|
2022
Q4 | $1.56M | Sell |
22,186
-54
| -0.2% | -$3.81K | 1.64% | 16 |
|
|
2022
Q3 | $1.46M | Sell |
22,240
-50
| -0.2% | -$3.28K | 1.63% | 17 |
|
|
2022
Q2 | $1.56M | Sell |
22,290
-340
| -2% | -$23.8K | 1.66% | 16 |
|
|
2022
Q1 | $1.69M | Sell |
22,630
-520
| -2% | -$38.7K | 1.54% | 20 |
|
|
2021
Q4 | $1.66M | Buy |
+23,150
| New | +$1.66M | 1.48% | 20 |
|