Second Half Financial Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $3.67M | Sell |
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|
2024
Q3 | $4.78M | Sell |
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|
2024
Q2 | $6.8M | Buy |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $3.51M | Buy |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $659K | Hold |
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|
2022
Q1 | $659K | Buy |
|