Mesirow Financial Investment Management’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 | $701K | Buy |
8,580
+426
| +5% | +$34.8K | 0.01% | 304 |
|
|
2025
Q1 | $643K | Buy |
8,154
+150
| +2% | +$11.8K | 0.01% | 318 |
|
|
2024
Q4 | $606K | Sell |
8,004
-370
| -4% | -$28K | 0.01% | 324 |
|
|
2024
Q3 | $676K | Sell |
8,374
-1,506
| -15% | -$122K | 0.01% | 321 |
|
|
2024
Q2 | $673K | Sell |
9,880
-1,829
| -16% | -$125K | 0.02% | 292 |
|
|
2024
Q1 | $769K | Buy |
11,709
+3,474
| +42% | +$228K | 0.02% | 288 |
|
|
2023
Q4 | $522K | Buy |
+8,235
| New | +$522K | 0.02% | 301 |
|