Meridian Financial’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 | $850K | Buy |
10,407
+626
| +6% | +$51.1K | 0.55% | 40 |
|
|
2025
Q1 | $771K | Sell |
9,781
-258
| -3% | -$20.3K | 0.54% | 40 |
|
|
2024
Q4 | $760K | Buy |
10,039
+891
| +10% | +$67.4K | 0.52% | 40 |
|
|
2024
Q3 | $739K | Buy |
9,148
+444
| +5% | +$35.9K | 0.49% | 43 |
|
|
2024
Q2 | $593K | Buy |
8,704
+651
| +8% | +$44.4K | 0.43% | 49 |
|
|
2024
Q1 | $529K | Buy |
8,053
+53
| +0.7% | +$3.48K | 0.39% | 50 |
|
|
2023
Q4 | $507K | Buy |
8,000
+3,200
| +67% | +$203K | 0.4% | 49 |
|
|
2023
Q3 | $283K | Buy |
4,800
+200
| +4% | +$11.8K | 0.26% | 74 |
|
|
2023
Q2 | $301K | Buy |
4,600
+200
| +5% | +$13.1K | 0.27% | 72 |
|
|
2023
Q1 | $298K | Buy |
4,400
+700
| +19% | +$47.4K | 0.29% | 67 |
|
|
2022
Q4 | $261K | Hold |
3,700
| – | – | 0.27% | 71 |
|
|
2022
Q3 | $242K | Hold |
3,700
| – | – | 0.28% | 69 |
|
|
2022
Q2 | $259K | Hold |
3,700
| – | – | 0.29% | 71 |
|
|
2022
Q1 | $276K | Hold |
3,700
| – | – | 0.29% | 65 |
|
|
2021
Q4 | $265K | Buy |
+3,700
| New | +$265K | 0.25% | 75 |
|