Main Street Financial Solutions’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 | $470K | Buy |
5,754
+2,235
| +64% | +$183K | 0.03% | 367 |
|
|
2025
Q1 | $278K | Sell |
3,519
-45
| -1% | -$3.55K | 0.02% | 420 |
|
|
2024
Q4 | $270K | Buy |
3,564
+30
| +0.8% | +$2.27K | 0.03% | 405 |
|
|
2024
Q3 | $285K | Buy |
+3,534
| New | +$285K | 0.03% | 434 |
|
|
2023
Q3 | – | Sell |
-3,721
| Closed | -$244K | – | 479 |
|
|
2023
Q2 | $244K | Sell |
3,721
-377
| -9% | -$24.7K | 0.03% | 393 |
|
|
2023
Q1 | $277K | Sell |
4,098
-169
| -4% | -$11.4K | 0.04% | 364 |
|
|
2022
Q4 | $301K | Sell |
4,267
-1,045
| -20% | -$73.7K | 0.05% | 328 |
|
|
2022
Q3 | $348K | Sell |
5,312
-1,505
| -22% | -$98.6K | 0.06% | 297 |
|
|
2022
Q2 | $478K | Buy |
6,817
+2,384
| +54% | +$167K | 0.06% | 253 |
|
|
2022
Q1 | $330K | Sell |
4,433
-1,699
| -28% | -$126K | 0.05% | 341 |
|
|
2021
Q4 | $439K | Buy |
6,132
+1,413
| +30% | +$101K | 0.06% | 299 |
|
|
2021
Q3 | $301K | Buy |
+4,719
| New | +$301K | 0.05% | 363 |
|
|
2021
Q2 | – | Sell |
-3,677
| Closed | -$235K | – | 458 |
|
|
2021
Q1 | $235K | Sell |
3,677
-47
| -1% | -$3K | 0.04% | 379 |
|
|
2020
Q4 | $233K | Buy |
+3,724
| New | +$233K | 0.05% | 343 |
|