SPC
Spirepoint Private Client’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 | $11.5M | Buy |
140,862
+3,074
| +2% | +$251K | 1.3% | 21 |
|
|
2025
Q1 | $10.9M | Buy |
137,788
+22,084
| +19% | +$1.74M | 1.42% | 17 |
|
|
2024
Q4 | $8.76M | Buy |
115,704
+8,709
| +8% | +$659K | 1.1% | 23 |
|
|
2024
Q3 | $8.64M | Buy |
106,995
+16,664
| +18% | +$1.35M | 1.14% | 23 |
|
|
2024
Q2 | $6.16M | Buy |
90,331
+20,290
| +29% | +$1.38M | 0.87% | 27 |
|
|
2024
Q1 | $4.6M | Buy |
+70,041
| New | +$4.6M | 0.7% | 35 |
|