Sittner & Nelson’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 | $16.3K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2025
Q1 | $15.8K | Hold |
200
| – | – | 0.01% | 331 |
|
|
2024
Q4 | $15.1K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $16.2K | Hold |
200
| – | – | 0.01% | 316 |
|
|
2024
Q2 | $13.6K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $13.1K | Hold |
200
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $12.7K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $11.8K | Sell |
200
-75
| -27% | -$4.42K | 0.01% | 329 |
|
|
2023
Q2 | $18K | Buy |
275
+75
| +38% | +$4.91K | 0.01% | 292 |
|
|
2023
Q1 | $13.5K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2022
Q4 | $14.1K | Hold |
200
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $14K | Hold |
200
| – | – | 0.01% | 315 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $13K | Hold |
200
| – | – | 0.01% | 287 |
|
|
2021
Q1 | $13K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 266 |
|