Madden Advisory Services’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 | $635K | Buy |
7,776
+785
| +11% | +$64.1K | 0.27% | 64 |
|
|
2025
Q1 | $551K | Buy |
6,991
+19
| +0.3% | +$1.5K | 0.26% | 66 |
|
|
2024
Q4 | $528K | Sell |
6,972
-13
| -0.2% | -$984 | 0.25% | 65 |
|
|
2024
Q3 | $564K | Buy |
6,985
+481
| +7% | +$38.9K | 0.26% | 63 |
|
|
2024
Q2 | $443K | Buy |
6,504
+10
| +0.2% | +$681 | 0.23% | 67 |
|
|
2024
Q1 | $426K | Sell |
6,494
-86
| -1% | -$5.65K | 0.22% | 69 |
|
|
2023
Q4 | $417K | Buy |
6,580
+1,622
| +33% | +$103K | 0.23% | 64 |
|
|
2023
Q3 | $292K | Buy |
+4,958
| New | +$292K | 0.18% | 69 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$7K | – | 246 |
|
|
2017
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 227 |
|
|
2016
Q4 | – | Sell |
-10,370
| Closed | -$508K | – | 90 |
|
|
2016
Q3 | $508K | Hold |
10,370
| – | – | 0.31% | 67 |
|
|
2016
Q2 | $544K | Buy |
+10,370
| New | +$544K | 0.34% | 67 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$6K | – | 278 |
|
|
2015
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 248 |
|
|
2015
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 246 |
|
|
2015
Q1 | – | Sell |
-150
| Closed | -$7K | – | 264 |
|
|
2014
Q4 | $7K | Sell |
150
-104
| -41% | -$4.85K | ﹤0.01% | 249 |
|
|
2014
Q3 | $11K | Sell |
254
-203
| -44% | -$8.79K | 0.01% | 286 |
|
|
2014
Q2 | $20K | Hold |
457
| – | – | 0.01% | 236 |
|
|
2014
Q1 | $19K | Buy |
457
+104
| +29% | +$4.32K | 0.01% | 230 |
|
|
2013
Q4 | $13K | Sell |
353
-211
| -37% | -$7.77K | 0.01% | 220 |
|
|
2013
Q3 | $21K | Hold |
564
| – | – | 0.02% | 171 |
|
|
2013
Q2 | $21K | Buy |
+564
| New | +$21K | 0.02% | 175 |
|