Salomon & Ludwin’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 | $198K | Hold |
2,439
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $192K | Hold |
2,439
| – | – | 0.02% | 147 |
|
|
2024
Q4 | $185K | Buy |
2,439
+42
| +2% | +$3.18K | 0.02% | 141 |
|
|
2024
Q3 | $194K | Hold |
2,397
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $163K | Sell |
2,397
-921
| -28% | -$62.8K | 0.02% | 158 |
|
|
2024
Q1 | $218K | Sell |
3,318
-5,268
| -61% | -$346K | 0.02% | 179 |
|
|
2023
Q4 | $510K | Hold |
8,586
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $510K | Buy |
8,586
+5,474
| +176% | +$325K | 0.05% | 115 |
|
|
2023
Q2 | $204K | Buy |
3,112
+88
| +3% | +$5.76K | 0.02% | 171 |
|
|
2023
Q1 | $205K | Hold |
3,024
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $213K | Sell |
3,024
-220
| -7% | -$15.5K | 0.03% | 160 |
|
|
2022
Q3 | $213K | Buy |
+3,244
| New | +$213K | 0.03% | 140 |
|
|
2020
Q2 | – | Sell |
-1,416
| Closed | -$78K | – | 225 |
|
|
2020
Q1 | $78K | Buy |
+1,416
| New | +$78K | 0.02% | 75 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$23K | – | 285 |
|
|
2019
Q1 | $23K | Hold |
400
| – | – | ﹤0.01% | 119 |
|
|
2018
Q4 | $21K | Buy |
+400
| New | +$21K | ﹤0.01% | 122 |
|