Washington Trust Advisors’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 | $13.7K | Hold |
168
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $13.2K | Sell |
168
-258
| -61% | -$20.3K | ﹤0.01% | 439 |
|
|
2024
Q4 | $32.2K | Hold |
426
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $34.4K | Sell |
426
-85
| -17% | -$6.87K | ﹤0.01% | 364 |
|
|
2024
Q2 | $34.8K | Hold |
511
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $33.5K | Hold |
511
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $32.4K | Hold |
511
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $30.1K | Hold |
511
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $33.4K | Hold |
511
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $34.6K | Sell |
511
-17
| -3% | -$1.15K | ﹤0.01% | 351 |
|
|
2022
Q4 | $37.2K | Hold |
528
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $35K | Buy |
528
+126
| +31% | +$8.35K | ﹤0.01% | 442 |
|
|
2022
Q2 | $28K | Buy |
402
+385
| +2,265% | +$26.8K | ﹤0.01% | 486 |
|
|
2022
Q1 | $1K | Sell |
17
-41
| -71% | -$2.41K | ﹤0.01% | 989 |
|
|
2021
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 900 |
|