M3 Advisory Group’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 | $702K | Buy |
8,596
+56
| +0.7% | +$4.57K | 0.49% | 42 |
|
|
2025
Q1 | $673K | Sell |
8,540
-21
| -0.2% | -$1.66K | 0.53% | 39 |
|
|
2024
Q4 | $648K | Buy |
8,561
+561
| +7% | +$42.5K | 0.46% | 45 |
|
|
2024
Q3 | $646K | Buy |
8,000
+78
| +1% | +$6.3K | 0.47% | 44 |
|
|
2024
Q2 | $540K | Sell |
7,922
-788
| -9% | -$53.7K | 0.44% | 50 |
|
|
2024
Q1 | $572K | Buy |
8,710
+26
| +0.3% | +$1.71K | 0.52% | 40 |
|
|
2023
Q4 | $550K | Buy |
+8,684
| New | +$550K | 0.64% | 33 |
|