Ritholtz Wealth Management’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 | $362K | Buy |
4,434
+1,779
| +67% | +$145K | 0.01% | 740 |
|
|
2025
Q1 | $209K | Sell |
2,655
-176
| -6% | -$13.9K | 0.01% | 853 |
|
|
2024
Q4 | $214K | Buy |
2,831
+26
| +0.9% | +$1.97K | 0.01% | 799 |
|
|
2024
Q3 | $227K | Buy |
+2,805
| New | +$227K | 0.01% | 778 |
|
|
2024
Q2 | – | Sell |
-3,301
| Closed | -$217K | – | 874 |
|
|
2024
Q1 | $217K | Sell |
3,301
-2,225
| -40% | -$146K | 0.01% | 728 |
|
|
2023
Q4 | $350K | Sell |
5,526
-2,675
| -33% | -$169K | 0.01% | 567 |
|
|
2023
Q3 | $483K | Buy |
+8,201
| New | +$483K | 0.02% | 465 |
|