MKT Advisors’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 | $274K | Hold |
3,343
| – | – | 0.11% | 133 |
|
|
2025
Q1 | $245K | Buy |
3,343
+117
| +4% | +$8.59K | 0.12% | 123 |
|
|
2024
Q4 | $254K | Buy |
3,226
+119
| +4% | +$9.38K | 0.11% | 125 |
|
|
2024
Q3 | $253K | Hold |
3,107
| – | – | 0.12% | 129 |
|
|
2024
Q2 | $214K | Hold |
3,107
| – | – | 0.11% | 136 |
|
|
2024
Q1 | $201K | Sell |
3,107
-297
| -9% | -$19.3K | 0.11% | 138 |
|
|
2023
Q4 | $220K | Buy |
+3,404
| New | +$220K | 0.15% | 131 |
|
|
2023
Q3 | – | Sell |
-3,604
| Closed | -$242K | – | 151 |
|
|
2023
Q2 | $242K | Sell |
3,604
-85
| -2% | -$5.7K | 0.17% | 115 |
|
|
2023
Q1 | $256K | Sell |
3,689
-362
| -9% | -$25.1K | 0.19% | 107 |
|
|
2022
Q4 | $292K | Sell |
4,051
-106
| -3% | -$7.64K | 0.22% | 90 |
|
|
2022
Q3 | $272K | Sell |
4,157
-1,411
| -25% | -$92.3K | 0.24% | 87 |
|
|
2022
Q2 | $391K | Buy |
5,568
+348
| +7% | +$24.4K | 0.3% | 72 |
|
|
2022
Q1 | $374K | Buy |
5,220
+338
| +7% | +$24.2K | 0.28% | 78 |
|
|
2021
Q4 | $325K | Buy |
+4,882
| New | +$325K | 0.25% | 87 |
|