SHFP
Second Half Financial Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
16,382
+531
| +3% | +$43.4K | 0.63% | 22 |
|
|
2025
Q1 | $1.25M | Sell |
15,851
-32,672
| -67% | -$2.58M | 0.62% | 24 |
|
|
2024
Q4 | $3.67M | Sell |
48,523
-10,679
| -18% | -$808K | 1.79% | 12 |
|
|
2024
Q3 | $4.78M | Sell |
59,202
-40,549
| -41% | -$3.28M | 2.53% | 8 |
|
|
2024
Q2 | $6.8M | Buy |
99,751
+38,628
| +63% | +$2.63M | 5.44% | 6 |
|
|
2024
Q1 | $4.01M | Buy |
61,123
+5,691
| +10% | +$374K | 1.78% | 22 |
|
|
2023
Q4 | $3.51M | Buy |
55,432
+45,200
| +442% | +$2.86M | 1.73% | 15 |
|
|
2023
Q3 | $603K | Sell |
10,232
-2,010
| -16% | -$118K | 0.3% | 24 |
|
|
2023
Q2 | $801K | Buy |
12,242
+1,187
| +11% | +$77.7K | 0.18% | 90 |
|
|
2023
Q1 | $748K | Sell |
11,055
-56
| -0.5% | -$3.79K | 0.44% | 19 |
|
|
2022
Q4 | $768K | Sell |
11,111
-31
| -0.3% | -$2.14K | 0.5% | 23 |
|
|
2022
Q3 | $730K | Buy |
11,142
+858
| +8% | +$56.2K | 0.91% | 17 |
|
|
2022
Q2 | $659K | Hold |
10,284
| – | – | 0.51% | 43 |
|
|
2022
Q1 | $659K | Buy |
+10,284
| New | +$659K | 0.51% | 43 |
|