Lumbard & Kellner’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 | $391K | Buy |
+4,793
| New | +$391K | 0.17% | 65 |
|
|
2021
Q4 | – | Sell |
-8,833
| Closed | -$564K | – | 106 |
|
|
2021
Q3 | $564K | Sell |
8,833
-127
| -1% | -$8.11K | 0.22% | 65 |
|
|
2021
Q2 | $567K | Sell |
8,960
-45
| -0.5% | -$2.85K | 0.22% | 66 |
|
|
2021
Q1 | $577K | Buy |
9,005
+1,970
| +28% | +$126K | 0.2% | 68 |
|
|
2020
Q4 | $441K | Buy |
+7,035
| New | +$441K | 0.17% | 75 |
|