Okabena Investment Services’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 | $456K | Buy |
5,582
+138
| +3% | +$11.3K | 0.1% | 107 |
|
|
2025
Q1 | $429K | Buy |
5,444
+36
| +0.7% | +$2.84K | 0.11% | 103 |
|
|
2024
Q4 | $409K | Buy |
5,408
+413
| +8% | +$31.3K | 0.11% | 100 |
|
|
2024
Q3 | $403K | Hold |
4,995
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $340K | Hold |
4,995
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $328K | Hold |
4,995
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $316K | Buy |
+4,995
| New | +$316K | 0.12% | 92 |
|