Sovereign Financial Group’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 | $642K | Sell |
7,866
-815
| -9% | -$66.6K | 0.13% | 140 |
|
|
2025
Q1 | $685K | Buy |
8,681
+1,450
| +20% | +$114K | 0.16% | 119 |
|
|
2024
Q4 | $547K | Sell |
7,231
-86
| -1% | -$6.51K | 0.13% | 148 |
|
|
2024
Q3 | $591K | Buy |
7,317
+746
| +11% | +$60.3K | 0.14% | 135 |
|
|
2024
Q2 | $448K | Buy |
6,571
+2,157
| +49% | +$147K | 0.11% | 169 |
|
|
2024
Q1 | $290K | Sell |
4,414
-1,617
| -27% | -$106K | 0.08% | 216 |
|
|
2023
Q4 | $382K | Buy |
6,031
+1,983
| +49% | +$126K | 0.12% | 165 |
|
|
2023
Q3 | $239K | Buy |
4,048
+58
| +1% | +$3.42K | 0.08% | 198 |
|
|
2023
Q2 | $261K | Buy |
+3,990
| New | +$261K | 0.09% | 199 |
|