Lowe Wealth 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 | $74.7K | Hold |
915
| – | – | 0.03% | 112 |
|
|
2025
Q1 | $72.1K | Sell |
915
-20
| -2% | -$1.58K | 0.03% | 107 |
|
|
2024
Q4 | $70.8K | Sell |
935
-175
| -16% | -$13.2K | 0.03% | 109 |
|
|
2024
Q3 | $89.7K | Sell |
1,110
-625
| -36% | -$50.5K | 0.04% | 84 |
|
|
2024
Q2 | $118K | Sell |
1,735
-2,305
| -57% | -$157K | 0.05% | 65 |
|
|
2024
Q1 | $265K | Sell |
4,040
-285
| -7% | -$18.7K | 0.12% | 42 |
|
|
2023
Q4 | $274K | Sell |
4,325
-100
| -2% | -$6.33K | 0.14% | 41 |
|
|
2023
Q3 | $261K | Sell |
4,425
-515
| -10% | -$30.3K | 0.14% | 42 |
|
|
2023
Q2 | $323K | Sell |
4,940
-2,255
| -31% | -$148K | 0.16% | 41 |
|
|
2023
Q1 | $487K | Buy |
7,195
+730
| +11% | +$49.4K | 0.26% | 30 |
|
|
2022
Q4 | $456K | Sell |
6,465
-700
| -10% | -$49.4K | 0.25% | 32 |
|
|
2022
Q3 | $469K | Sell |
7,165
-1,250
| -15% | -$81.8K | 0.28% | 29 |
|
|
2022
Q2 | $590K | Buy |
8,415
+597
| +8% | +$41.9K | 0.32% | 28 |
|
|
2022
Q1 | $582K | Buy |
7,818
+100
| +1% | +$7.44K | 0.26% | 28 |
|
|
2021
Q4 | $552K | Sell |
7,718
-1,100
| -12% | -$78.7K | 0.24% | 28 |
|
|
2021
Q3 | $563K | Sell |
8,818
-50
| -0.6% | -$3.19K | 0.27% | 27 |
|
|
2021
Q2 | $561K | Buy |
8,868
+5,145
| +138% | +$325K | 0.27% | 25 |
|
|
2021
Q1 | $238K | Buy |
3,723
+1,475
| +66% | +$94.3K | 0.12% | 34 |
|
|
2020
Q4 | $141K | Buy |
2,248
+538
| +31% | +$33.7K | 0.07% | 43 |
|
|
2020
Q3 | $102K | Buy |
1,710
+710
| +71% | +$42.4K | 0.06% | 47 |
|
|
2020
Q2 | $56K | Buy |
+1,000
| New | +$56K | 0.03% | 67 |
|
|
2020
Q1 | – | Sell |
-167
| Closed | -$11K | – | 349 |
|
|
2019
Q4 | $11K | Buy |
+167
| New | +$11K | 0.01% | 161 |
|