Spire Wealth Management’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 | $7.09M | Sell |
86,937
-14,759
| -15% | -$1.2M | 0.25% | 80 |
|
|
2025
Q1 | $8.02M | Buy |
101,696
+26,292
| +35% | +$2.07M | 0.26% | 84 |
|
|
2024
Q4 | $5.71M | Buy |
75,404
+1,448
| +2% | +$110K | 0.18% | 117 |
|
|
2024
Q3 | $5.97M | Sell |
73,956
-2,589
| -3% | -$209K | 0.2% | 105 |
|
|
2024
Q2 | $5.21M | Sell |
76,545
-7,533
| -9% | -$513K | 0.18% | 115 |
|
|
2024
Q1 | $11M | Buy |
84,078
+299
| +0.4% | +$39.2K | 0.2% | 93 |
|
|
2023
Q4 | $5.11M | Sell |
83,779
-32,168
| -28% | -$1.96M | 0.17% | 136 |
|
|
2023
Q3 | $6.83M | Buy |
115,947
+14,524
| +14% | +$856K | 0.26% | 78 |
|
|
2023
Q2 | $6.64M | Buy |
101,423
+12,838
| +14% | +$840K | 0.25% | 85 |
|
|
2023
Q1 | $6M | Buy |
88,585
+19,891
| +29% | +$1.35M | 0.23% | 95 |
|
|
2022
Q4 | $4.84M | Buy |
68,694
+3,736
| +6% | +$263K | 0.27% | 87 |
|
|
2022
Q3 | $4.26M | Sell |
64,958
-1,273
| -2% | -$83.4K | 0.26% | 89 |
|
|
2022
Q2 | $4.65M | Buy |
66,231
+49,592
| +298% | +$3.48M | 0.19% | 125 |
|
|
2022
Q1 | $1.24M | Sell |
16,639
-15,986
| -49% | -$1.19M | 0.03% | 348 |
|
|
2021
Q4 | $2.34M | Buy |
32,625
+15,125
| +86% | +$1.08M | 0.05% | 285 |
|
|
2021
Q3 | $1.12M | Sell |
17,500
-6,932
| -28% | -$443K | 0.03% | 385 |
|
|
2021
Q2 | $1.55M | Sell |
24,432
-11,896
| -33% | -$753K | 0.04% | 333 |
|
|
2021
Q1 | $2.25M | Buy |
+36,328
| New | +$2.25M | 0.06% | 256 |
|