Resonant 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 | $1.1M | Hold |
13,465
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $1.06M | Hold |
13,465
| – | – | 0.07% | 146 |
|
|
2024
Q4 | $1.02M | Sell |
13,465
-13
| -0.1% | -$984 | 0.07% | 150 |
|
|
2024
Q3 | $1.09M | Buy |
13,478
+13
| +0.1% | +$1.05K | 0.08% | 144 |
|
|
2024
Q2 | $918K | Buy |
13,465
+3,465
| +35% | +$236K | 0.07% | 150 |
|
|
2024
Q1 | $657K | Hold |
10,000
| – | – | 0.06% | 175 |
|
|
2023
Q4 | $633K | Hold |
10,000
| – | – | 0.06% | 169 |
|
|
2023
Q3 | $589K | Hold |
10,000
| – | – | 0.06% | 162 |
|
|
2023
Q2 | $654K | Hold |
10,000
| – | – | 0.07% | 151 |
|
|
2023
Q1 | $677K | Sell |
10,000
-3,429
| -26% | -$232K | 0.08% | 147 |
|
|
2022
Q4 | $947K | Buy |
13,429
+3,429
| +34% | +$242K | 0.12% | 119 |
|
|
2022
Q3 | $655K | Hold |
10,000
| – | – | 0.1% | 128 |
|
|
2022
Q2 | $701K | Hold |
10,000
| – | – | 0.11% | 122 |
|
|
2022
Q1 | $755K | Sell |
10,000
-168
| -2% | -$12.7K | 0.11% | 109 |
|
|
2021
Q4 | $728K | Buy |
10,168
+168
| +2% | +$12K | 0.11% | 106 |
|
|
2021
Q3 | $639K | Hold |
10,000
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $632K | Hold |
10,000
| – | – | 0.12% | 99 |
|
|
2021
Q1 | $640K | Hold |
10,000
| – | – | 0.13% | 94 |
|
|
2020
Q4 | $627K | Hold |
10,000
| – | – | 0.15% | 95 |
|
|
2020
Q3 | $594K | Hold |
10,000
| – | – | 0.17% | 90 |
|
|
2020
Q2 | $564K | Hold |
10,000
| – | – | 0.16% | 98 |
|
|
2020
Q1 | $554K | Hold |
10,000
| – | – | 0.2% | 118 |
|
|
2019
Q4 | $646K | Buy |
+10,000
| New | +$646K | 0.2% | 122 |
|