SVWAG
Sound View Wealth Advisors Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Buy |
72,168
+4,132
| +6% | +$337K | 0.44% | 55 |
|
|
2025
Q1 | $5.36M | Buy |
68,036
+1,796
| +3% | +$142K | 0.44% | 56 |
|
|
2024
Q4 | $5.01M | Buy |
66,240
+4,597
| +7% | +$348K | 0.4% | 60 |
|
|
2024
Q3 | $4.98M | Buy |
61,643
+25,467
| +70% | +$2.06M | 0.41% | 59 |
|
|
2024
Q2 | $2.47M | Buy |
36,176
+3,617
| +11% | +$246K | 0.25% | 88 |
|
|
2024
Q1 | $2.14M | Sell |
32,559
-3,660
| -10% | -$240K | 0.23% | 104 |
|
|
2023
Q4 | $2.29M | Sell |
36,219
-6,742
| -16% | -$427K | 0.25% | 100 |
|
|
2023
Q3 | $2.53M | Buy |
42,961
+11,024
| +35% | +$650K | 0.31% | 77 |
|
|
2023
Q2 | $2.09M | Buy |
31,937
+3,252
| +11% | +$213K | 0.27% | 86 |
|
|
2023
Q1 | $1.94M | Sell |
28,685
-7,534
| -21% | -$510K | 0.27% | 88 |
|
|
2022
Q4 | $2.29M | Buy |
36,219
+22,822
| +170% | +$1.45M | 0.25% | 100 |
|
|
2022
Q3 | $878K | Buy |
13,397
+506
| +4% | +$33.2K | 0.2% | 114 |
|
|
2022
Q2 | $904K | Buy |
12,891
+2,202
| +21% | +$154K | 0.19% | 116 |
|
|
2022
Q1 | $796K | Buy |
10,689
+2,120
| +25% | +$158K | 0.15% | 129 |
|
|
2021
Q4 | $613K | Buy |
8,569
+963
| +13% | +$68.9K | 0.12% | 157 |
|
|
2021
Q3 | $486K | Buy |
7,606
+1,655
| +28% | +$106K | 0.1% | 176 |
|
|
2021
Q2 | $376K | Buy |
+5,951
| New | +$376K | 0.08% | 203 |
|