Mid-American Wealth Advisory Group’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 | $11.6K | Buy |
+142
| New | +$11.6K | 0.01% | 157 |
|
|
2024
Q3 | – | Sell |
-3,731
| Closed | -$254K | – | 65 |
|
|
2024
Q2 | $254K | Sell |
3,731
-1,154
| -24% | -$78.6K | 0.16% | 50 |
|
|
2024
Q1 | $321K | Sell |
4,885
-1,507
| -24% | -$98.9K | 0.22% | 34 |
|
|
2023
Q4 | $405K | Sell |
6,392
-260
| -4% | -$16.5K | 0.3% | 29 |
|
|
2023
Q3 | $385K | Sell |
6,652
-76,474
| -92% | -$4.42M | 0.31% | 27 |
|
|
2023
Q2 | $5.56M | Buy |
+83,126
| New | +$5.56M | 4.33% | 9 |
|
|
2022
Q1 | $4.83M | Buy |
64,848
+48,128
| +288% | +$3.58M | 3.78% | 7 |
|
|
2021
Q4 | $1.2M | Buy |
+16,720
| New | +$1.2M | 0.96% | 29 |
|