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