Ranch Capital Advisors’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 | $3.09M | Buy |
37,879
+3,708
| +11% | +$303K | 1.34% | 21 |
|
|
2025
Q1 | $2.69M | Buy |
34,171
+7,385
| +28% | +$582K | 1.28% | 23 |
|
|
2024
Q4 | $2.03M | Buy |
26,786
+1,640
| +7% | +$124K | 0.96% | 29 |
|
|
2024
Q3 | $2.03M | Buy |
25,146
+4,695
| +23% | +$379K | 0.96% | 29 |
|
|
2024
Q2 | $1.39M | Buy |
20,451
+330
| +2% | +$22.5K | 0.73% | 41 |
|
|
2024
Q1 | $1.32M | Buy |
20,121
+672
| +3% | +$44.1K | 0.71% | 43 |
|
|
2023
Q4 | $1.23M | Buy |
+19,449
| New | +$1.23M | 0.77% | 42 |
|