Smith Anglin Financial’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 | $252K | Sell |
3,091
-683
| -18% | -$55.8K | 0.02% | 174 |
|
2025
Q1 | $298K | Sell |
3,774
-320
| -8% | -$25.2K | 0.03% | 160 |
|
2024
Q4 | $310K | Sell |
4,094
-130
| -3% | -$9.84K | 0.03% | 152 |
|
2024
Q3 | $341K | Sell |
4,224
-2,203
| -34% | -$178K | 0.03% | 142 |
|
2024
Q2 | $438K | Sell |
6,427
-185
| -3% | -$12.6K | 0.04% | 114 |
|
2024
Q1 | $434K | Buy |
+6,612
| New | +$434K | 0.04% | 117 |
|