Sendero 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 | $1.91M | Hold |
23,375
| – | – | 0.24% | 68 |
|
|
2025
Q1 | $1.84M | Hold |
23,375
| – | – | 0.26% | 64 |
|
|
2024
Q4 | $1.77M | Hold |
23,375
| – | – | 0.26% | 62 |
|
|
2024
Q3 | $1.89M | Hold |
23,375
| – | – | 0.3% | 54 |
|
|
2024
Q2 | $1.59M | Sell |
23,375
-1,258
| -5% | -$85.7K | 0.27% | 54 |
|
|
2024
Q1 | $1.62M | Hold |
24,633
| – | – | 0.28% | 59 |
|
|
2023
Q4 | $1.56M | Hold |
24,633
| – | – | 0.29% | 63 |
|
|
2023
Q3 | $1.45M | Hold |
24,633
| – | – | 0.31% | 60 |
|
|
2023
Q2 | $1.61M | Buy |
+24,633
| New | +$1.61M | 0.35% | 57 |
|