StoneX 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 | $20.7M | Buy |
253,827
+199,464
| +367% | +$16.3M | 1.01% | 19 |
|
2025
Q1 | $4.29M | Buy |
54,363
+5,120
| +10% | +$404K | 0.23% | 89 |
|
2024
Q4 | $3.73M | Buy |
+49,243
| New | +$3.73M | 0.2% | 98 |
|
2023
Q1 | – | Sell |
-18,813
| Closed | -$1.33M | – | 698 |
|
2022
Q4 | $1.33M | Buy |
18,813
+2,983
| +19% | +$210K | 0.19% | 81 |
|
2022
Q3 | $1.04M | Buy |
15,830
+6,011
| +61% | +$394K | 0.19% | 94 |
|
2022
Q2 | $689K | Sell |
9,819
-797
| -8% | -$55.9K | 0.11% | 143 |
|
2022
Q1 | $790K | Buy |
10,616
+3,772
| +55% | +$281K | 0.07% | 229 |
|
2021
Q4 | $490K | Buy |
6,844
+771
| +13% | +$55.2K | 0.06% | 298 |
|
2021
Q3 | $388K | Buy |
6,073
+923
| +18% | +$59K | 0.06% | 302 |
|
2021
Q2 | $326K | Buy |
+5,150
| New | +$326K | 0.05% | 334 |
|
2020
Q1 | – | Sell |
-17,372
| Closed | -$1.12M | – | 325 |
|
2019
Q4 | $1.12M | Buy |
17,372
+589
| +4% | +$38.1K | 0.46% | 63 |
|
2019
Q3 | $1.09M | Buy |
16,783
+45
| +0.3% | +$2.92K | 0.68% | 39 |
|
2019
Q2 | $998K | Buy |
+16,738
| New | +$998K | 0.64% | 44 |
|
2019
Q1 | – | Sell |
-3,889
| Closed | -$206K | – | 237 |
|
2018
Q4 | $206K | Buy |
+3,889
| New | +$206K | 0.2% | 190 |
|