SMART Wealth’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 | $5.33M | Buy |
65,271
+26,075
| +67% | +$2.13M | 1.67% | 17 |
|
|
2025
Q1 | $3.09M | Buy |
39,196
+25,140
| +179% | +$1.98M | 1.11% | 30 |
|
|
2024
Q4 | $1.06M | Sell |
14,056
-15,378
| -52% | -$1.16M | 0.38% | 71 |
|
|
2024
Q3 | $2.38M | Buy |
29,434
+10,549
| +56% | +$852K | 0.93% | 29 |
|
|
2024
Q2 | $1.29M | Buy |
18,885
+12,014
| +175% | +$819K | 0.52% | 47 |
|
|
2024
Q1 | $451K | Buy |
+6,871
| New | +$451K | 0.2% | 70 |
|
|
2023
Q3 | – | Sell |
-17,195
| Closed | -$1.13M | – | 88 |
|
|
2023
Q2 | $1.13M | Buy |
17,195
+1,932
| +13% | +$126K | 0.85% | 34 |
|
|
2023
Q1 | $1.03M | Sell |
15,263
-7,015
| -31% | -$475K | 0.91% | 35 |
|
|
2022
Q4 | $1.57M | Buy |
+22,278
| New | +$1.57M | 1.18% | 27 |
|