Objective Capital 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 | $801K | Buy |
9,813
+29
| +0.3% | +$2.37K | 0.9% | 30 |
|
|
2025
Q1 | $771K | Buy |
9,784
+30
| +0.3% | +$2.37K | 0.98% | 29 |
|
|
2024
Q4 | $738K | Buy |
9,754
+34
| +0.3% | +$2.57K | 0.49% | 49 |
|
|
2024
Q3 | $785K | Buy |
+9,720
| New | +$785K | 0.46% | 50 |
|
|
2024
Q1 | $628K | Buy |
9,562
+1,221
| +15% | +$80.2K | 0.42% | 53 |
|
|
2023
Q4 | $528K | Buy |
8,341
+538
| +7% | +$34.1K | 0.4% | 55 |
|
|
2023
Q3 | $460K | Buy |
7,803
+1,414
| +22% | +$83.3K | 0.41% | 56 |
|
|
2023
Q2 | $418K | Sell |
6,389
-21
| -0.3% | -$1.37K | 0.37% | 61 |
|
|
2023
Q1 | $434K | Sell |
6,410
-781
| -11% | -$52.9K | 0.4% | 55 |
|
|
2022
Q4 | $507K | Sell |
7,191
-439
| -6% | -$31K | 0.5% | 48 |
|
|
2022
Q3 | $500K | Buy |
7,630
+10
| +0.1% | +$655 | 0.53% | 50 |
|
|
2022
Q2 | $534K | Buy |
7,620
+10
| +0.1% | +$701 | 0.54% | 48 |
|
|
2022
Q1 | $567K | Buy |
7,610
+10
| +0.1% | +$745 | 0.44% | 54 |
|
|
2021
Q4 | $544K | Buy |
+7,600
| New | +$544K | 0.38% | 56 |
|