NewEdge Wealth’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 | $1.2M | Buy |
13,823
+96
| +0.7% | +$8.31K | 0.02% | 489 |
|
|
2025
Q1 | $1.08M | Buy |
13,727
+3,521
| +34% | +$278K | 0.02% | 462 |
|
|
2024
Q4 | $772K | Buy |
10,206
+1,041
| +11% | +$78.8K | 0.01% | 537 |
|
|
2024
Q3 | $740K | Buy |
9,165
+1,578
| +21% | +$127K | 0.01% | 529 |
|
|
2024
Q2 | $517K | Sell |
7,587
-3,823
| -34% | -$261K | 0.01% | 541 |
|
|
2024
Q1 | $774K | Buy |
11,410
+4,856
| +74% | +$330K | 0.02% | 470 |
|
|
2023
Q4 | $415K | Buy |
+6,554
| New | +$415K | 0.01% | 548 |
|