Silver Oak Securities’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 | $1.39M | Buy |
17,022
+2,390
| +16% | +$195K | 0.11% | 190 |
|
|
2025
Q1 | $1.14M | Buy |
14,632
+629
| +4% | +$49K | 0.1% | 207 |
|
|
2024
Q4 | $1.06M | Buy |
14,003
+11,637
| +492% | +$882K | 0.1% | 217 |
|
|
2024
Q3 | $166K | Buy |
+2,366
| New | +$166K | 0.02% | 507 |
|
|
2024
Q1 | – | Sell |
-4,816
| Closed | -$305K | – | 553 |
|
|
2023
Q4 | $305K | Buy |
+4,816
| New | +$305K | 0.04% | 374 |
|