Meitav Investment House’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 | $108M | Buy |
1,319,434
+97,816
| +8% | +$7.99M | 1.45% | 21 |
|
2025
Q1 | $96.3M | Sell |
1,221,618
-16,723
| -1% | -$1.32M | 1.77% | 17 |
|
2024
Q4 | $93.7M | Sell |
1,238,341
-310,517
| -20% | -$23.5M | 1.58% | 20 |
|
2024
Q3 | $125M | Buy |
1,548,858
+1,267,017
| +450% | +$102M | 2.1% | 13 |
|
2024
Q2 | $19.2M | Buy |
281,841
+158,048
| +128% | +$10.8M | 0.34% | 65 |
|
2024
Q1 | $8.13M | Sell |
123,793
-3,818
| -3% | -$251K | 0.16% | 78 |
|
2023
Q4 | $8.08M | Buy |
127,611
+18,156
| +17% | +$1.15M | 0.12% | 103 |
|
2023
Q3 | $6.47M | Sell |
109,455
-8,432
| -7% | -$498K | 0.1% | 112 |
|
2023
Q2 | $7.65M | Buy |
117,887
+5,182
| +5% | +$336K | 0.12% | 111 |
|
2023
Q1 | $7.82M | Sell |
112,705
-318,076
| -74% | -$22.1M | 0.14% | 120 |
|
2022
Q4 | $30.7M | Buy |
430,781
+2,006
| +0.5% | +$143K | 0.53% | 55 |
|
2022
Q3 | $28.6M | Buy |
428,775
+381,568
| +808% | +$25.5M | 0.5% | 53 |
|
2022
Q2 | $3.31M | Sell |
47,207
-7,188
| -13% | -$504K | 0.06% | 164 |
|
2022
Q1 | $4.05M | Buy |
54,395
+4,480
| +9% | +$334K | 0.06% | 174 |
|
2021
Q4 | $3.57M | Buy |
49,915
+19,882
| +66% | +$1.42M | 0.06% | 176 |
|
2021
Q3 | $1.92M | Sell |
30,033
-1,144
| -4% | -$73.1K | 0.03% | 207 |
|
2021
Q2 | $1.97M | Buy |
31,177
+29
| +0.1% | +$1.83K | 0.05% | 183 |
|
2021
Q1 | $2K | Sell |
31,148
-10
| -0% | -$1 | 0.06% | 164 |
|
2020
Q4 | $1.95M | Sell |
31,158
-3,350
| -10% | -$210K | 0.08% | 125 |
|
2020
Q3 | $2.05M | Buy |
+34,508
| New | +$2.05M | 0.1% | 111 |
|
2020
Q2 | – | Sell |
-39,402
| Closed | -$2.18M | – | 439 |
|
2020
Q1 | $2.18M | Buy |
39,402
+20,727
| +111% | +$1.15M | 0.16% | 85 |
|
2019
Q4 | $1.21M | Buy |
18,675
+5,291
| +40% | +$342K | 0.09% | 145 |
|
2019
Q3 | $864K | Buy |
13,384
+2,927
| +28% | +$189K | 0.06% | 179 |
|
2019
Q2 | $621K | Buy |
+10,457
| New | +$621K | 0.04% | 209 |
|
2018
Q4 | – | Sell |
-298,021
| Closed | -$15.5M | – | 456 |
|
2018
Q3 | $15.5M | Sell |
298,021
-220,672
| -43% | -$11.5M | 0.75% | 41 |
|
2018
Q2 | $25.4M | Sell |
518,693
-1,340
| -0.3% | -$65.7K | 1.14% | 29 |
|
2018
Q1 | $26.3M | Buy |
520,033
+249,959
| +93% | +$12.6M | 1.34% | 24 |
|
2017
Q4 | $14.2M | Buy |
+270,074
| New | +$14.2M | 0.83% | 42 |
|