&Partners’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 | $8.23M | Buy |
100,839
+13,044
| +15% | +$1.06M | 0.06% | 268 |
|
|
2025
Q1 | $6.85M | Buy |
87,795
+9,071
| +12% | +$707K | 0.07% | 243 |
|
|
2024
Q4 | $6.07M | Buy |
78,724
+24,924
| +46% | +$1.92M | 0.07% | 251 |
|
|
2024
Q3 | $4.35M | Buy |
53,800
+47,598
| +767% | +$3.84M | 0.08% | 226 |
|
|
2024
Q2 | $423K | Buy |
+6,202
| New | +$423K | 0.02% | 600 |
|