Orrstown Financial 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 | $1.06M | Buy |
13,003
+2,487
| +24% | +$203K | 0.22% | 59 |
|
|
2025
Q1 | $829K | Buy |
10,516
+1,771
| +20% | +$140K | 0.2% | 60 |
|
|
2024
Q4 | $662K | Buy |
8,745
+750
| +9% | +$56.8K | 0.18% | 72 |
|
|
2024
Q3 | $646K | Buy |
7,995
+1,720
| +27% | +$139K | 0.19% | 77 |
|
|
2024
Q2 | $428K | Hold |
6,275
| – | – | 0.23% | 61 |
|
|
2024
Q1 | $412K | Buy |
6,275
+1,000
| +19% | +$65.7K | 0.23% | 60 |
|
|
2023
Q4 | $334K | Buy |
+5,275
| New | +$334K | 0.27% | 58 |
|