LM 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 | $2.31M | Sell |
28,244
-500
| -2% | -$40.8K | 0.3% | 51 |
|
|
2025
Q1 | $2.27M | Buy |
28,744
+500
| +2% | +$39.4K | 0.41% | 50 |
|
|
2024
Q4 | $2.14M | Sell |
28,244
-1,538
| -5% | -$116K | 0.38% | 49 |
|
|
2024
Q3 | $2.3M | Sell |
29,782
-3,890
| -12% | -$300K | 0.47% | 45 |
|
|
2024
Q2 | $2.2M | Buy |
33,672
+228
| +0.7% | +$14.9K | ﹤0.01% | 67 |
|
|
2024
Q1 | $2.11M | Sell |
33,444
-1,861
| -5% | -$117K | 0.33% | 62 |
|
|
2023
Q4 | $2.24M | Buy |
+35,305
| New | +$2.24M | 0.45% | 46 |
|