MSWM
McGlone Suttner Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
9,932
+10
| +0.1% | +$817 | 0.12% | 83 |
|
|
2025
Q1 | $782K | Buy |
9,922
+12
| +0.1% | +$946 | 0.13% | 84 |
|
|
2024
Q4 | $750K | Buy |
9,910
+2,434
| +33% | +$184K | 0.13% | 77 |
|
|
2024
Q3 | $604K | Sell |
7,476
-4,795
| -39% | -$387K | 0.13% | 90 |
|
|
2024
Q2 | $777K | Sell |
12,271
-13
| -0.1% | -$823 | 0.16% | 65 |
|
|
2024
Q1 | $806K | Buy |
12,284
+13
| +0.1% | +$853 | 0.15% | 71 |
|
|
2023
Q4 | $777K | Buy |
12,271
+14
| +0.1% | +$887 | 0.15% | 65 |
|
|
2023
Q3 | $722K | Sell |
12,257
-580
| -5% | -$34.2K | 0.17% | 61 |
|
|
2023
Q2 | $840K | Buy |
12,837
+12
| +0.1% | +$785 | 0.19% | 59 |
|
|
2023
Q1 | $868K | Buy |
12,825
+11
| +0.1% | +$745 | 0.22% | 49 |
|
|
2022
Q4 | $903K | Buy |
+12,814
| New | +$903K | 0.29% | 48 |
|