Madison Park Capital 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 | $6.16M | Buy |
75,428
+191
| +0.3% | +$15.6K | 5.18% | 6 |
|
|
2025
Q1 | $5.93M | Buy |
75,237
+2,205
| +3% | +$174K | 5.2% | 7 |
|
|
2024
Q4 | $5.53M | Buy |
+73,032
| New | +$5.53M | 4.41% | 10 |
|
|
2024
Q2 | – | Sell |
-99,551
| Closed | -$6.54M | – | 82 |
|
|
2024
Q1 | $6.54M | Buy |
99,551
+3,723
| +4% | +$244K | 5.7% | 5 |
|
|
2023
Q4 | $6.07M | Buy |
+95,828
| New | +$6.07M | 5.85% | 4 |
|