SJS Investment Consulting’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 | $9.39K | Hold |
115
| – | – | ﹤0.01% | 349 |
|
|
2025
Q1 | $9.07K | Hold |
115
| – | – | ﹤0.01% | 375 |
|
|
2024
Q4 | $8.71K | Hold |
115
| – | – | ﹤0.01% | 363 |
|
|
2024
Q3 | $9.29K | Hold |
115
| – | – | ﹤0.01% | 381 |
|
|
2024
Q2 | $7.84K | Hold |
115
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $7.55K | Sell |
115
-1,096
| -91% | -$72K | ﹤0.01% | 391 |
|
|
2023
Q4 | $76.7K | Buy |
1,211
+1,096
| +953% | +$69.4K | 0.02% | 136 |
|
|
2023
Q3 | $6.78K | Hold |
115
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $7.53K | Hold |
115
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $7.79K | Hold |
115
| – | – | ﹤0.01% | 317 |
|
|
2022
Q4 | $8.11K | Hold |
115
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 306 |
|
|
2022
Q1 | $9K | Hold |
115
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 394 |
|