Sage Capital 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 | $1.09M | Sell |
13,299
-473
| -3% | -$38.6K | 0.52% | 51 |
|
|
2025
Q1 | $1.09M | Buy |
13,772
+75
| +0.5% | +$5.91K | 0.59% | 48 |
|
|
2024
Q4 | $1.04M | Buy |
13,697
+81
| +0.6% | +$6.13K | 0.52% | 49 |
|
|
2024
Q3 | $1.1M | Buy |
13,616
+66
| +0.5% | +$5.33K | 0.53% | 50 |
|
|
2024
Q2 | $923K | Buy |
13,550
+79
| +0.6% | +$5.38K | 0.49% | 55 |
|
|
2024
Q1 | $884K | Buy |
13,471
+81
| +0.6% | +$5.32K | 0.48% | 56 |
|
|
2023
Q4 | $848K | Buy |
+13,390
| New | +$848K | 0.51% | 54 |
|