LCM Capital Management’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 | $3.07M | Buy |
37,592
+177
| +0.5% | +$14.5K | 1.6% | 13 |
|
|
2025
Q1 | $2.95M | Buy |
37,415
+212
| +0.6% | +$16.7K | 1.73% | 11 |
|
|
2024
Q4 | $2.82M | Buy |
37,203
+60
| +0.2% | +$4.54K | 1.59% | 11 |
|
|
2024
Q3 | $3M | Buy |
37,143
+861
| +2% | +$69.6K | 1.73% | 12 |
|
|
2024
Q2 | $2.47M | Buy |
36,282
+270
| +0.7% | +$18.4K | 1.54% | 12 |
|
|
2024
Q1 | $2.36M | Buy |
36,012
+55
| +0.2% | +$3.61K | 1.53% | 12 |
|
|
2023
Q4 | $2.28M | Buy |
35,957
+34
| +0.1% | +$2.15K | 1.65% | 11 |
|
|
2023
Q3 | $2.12M | Buy |
35,923
+855
| +2% | +$50.4K | 1.73% | 11 |
|
|
2023
Q2 | $2.29M | Buy |
35,068
+76
| +0.2% | +$4.97K | 1.86% | 9 |
|
|
2023
Q1 | $2.37M | Buy |
34,992
+1,050
| +3% | +$71.1K | 2.07% | 8 |
|
|
2022
Q4 | $2.39M | Buy |
33,942
+7
| +0% | +$493 | 2.33% | 8 |
|
|
2022
Q3 | $2.22M | Buy |
33,935
+54
| +0.2% | +$3.54K | 2.35% | 8 |
|
|
2022
Q2 | $2.38M | Buy |
33,881
+80
| +0.2% | +$5.61K | 2.34% | 8 |
|
|
2022
Q1 | $2.52M | Buy |
33,801
+146
| +0.4% | +$10.9K | 2.03% | 9 |
|
|
2021
Q4 | $2.41M | Buy |
33,655
+1,386
| +4% | +$99.2K | 1.86% | 9 |
|
|
2021
Q3 | $2.06M | Buy |
32,269
+1,463
| +5% | +$93.4K | 1.74% | 9 |
|
|
2021
Q2 | $1.95M | Buy |
30,806
+2,482
| +9% | +$157K | 1.62% | 9 |
|
|
2021
Q1 | $1.81M | Buy |
28,324
+4,191
| +17% | +$268K | 1.62% | 9 |
|
|
2020
Q4 | $1.51M | Buy |
+24,133
| New | +$1.51M | 1.44% | 10 |
|