Sharper & Granite’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
$1.82M Buy
22,371
+1,235
+6% +$100K 0.69% 41
2025
Q1
$1.67M Sell
21,136
-150
-0.7% -$11.8K 0.69% 43
2024
Q4
$1.61M Buy
21,286
+755
+4% +$57.1K 0.71% 43
2024
Q3
$1.66M Buy
20,531
+1,300
+7% +$105K 0.74% 39
2024
Q2
$1.31M Buy
19,231
+525
+3% +$35.8K 0.63% 48
2024
Q1
$1.22M Buy
18,706
+245
+1% +$16K 0.59% 52
2023
Q4
$1.17M Sell
18,461
-55
-0.3% -$3.48K 0.6% 51
2023
Q3
$1.09M Buy
18,516
+100
+0.5% +$5.89K 0.63% 49
2023
Q2
$1.21M Buy
18,416
+1,306
+8% +$85.5K 0.69% 47
2023
Q1
$1.16M Buy
17,110
+4,480
+35% +$303K 0.7% 46
2022
Q4
$890K Buy
+12,630
New +$890K 0.59% 52