Magnus Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $775K | Sell |
|
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|
2022
Q4 | $911K | Sell |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $941K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $710K | Sell |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $387K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.57M | Sell |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $754K | Buy |
|