Modera Wealth 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 | $2.35M | Sell |
28,770
-152
| -0.5% | -$12.4K | 0.03% | 241 |
|
|
2025
Q1 | $2.28M | Buy |
28,922
+66
| +0.2% | +$5.2K | 0.03% | 234 |
|
|
2024
Q4 | $2.18M | Sell |
28,856
-661
| -2% | -$50K | 0.03% | 240 |
|
|
2024
Q3 | $2.38M | Buy |
29,517
+192
| +0.7% | +$15.5K | 0.03% | 218 |
|
|
2024
Q2 | $2M | Sell |
29,325
-1,284
| -4% | -$87.5K | 0.03% | 222 |
|
|
2024
Q1 | $2.01M | Sell |
30,609
-1,486
| -5% | -$97.6K | 0.03% | 226 |
|
|
2023
Q4 | $2.03M | Sell |
32,095
-2,405
| -7% | -$152K | 0.03% | 221 |
|
|
2023
Q3 | $2.03M | Sell |
34,500
-3,116
| -8% | -$184K | 0.04% | 214 |
|
|
2023
Q2 | $2.46M | Buy |
+37,616
| New | +$2.46M | 0.04% | 204 |
|