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 |
|