Money Concepts Capital’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.32M | Buy |
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|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $217K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $928K | Buy |
|
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $11.4M | Buy |
|
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $278K | Buy |
|