Waycross Investment 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 | $4.34M | Buy |
53,191
+2,478
| +5% | +$202K | 4.52% | 7 |
|
|
2025
Q1 | $4M | Sell |
50,713
-343
| -0.7% | -$27K | 4.51% | 7 |
|
|
2024
Q4 | $3.86M | Buy |
51,056
+1,264
| +3% | +$95.7K | 4.07% | 7 |
|
|
2024
Q3 | $4.02M | Buy |
49,792
+1,970
| +4% | +$159K | 3.7% | 8 |
|
|
2024
Q2 | $3.26M | Buy |
47,822
+166
| +0.3% | +$11.3K | 3.15% | 9 |
|
|
2024
Q1 | $3.13M | Buy |
47,656
+936
| +2% | +$61.4K | 2.91% | 9 |
|
|
2023
Q4 | $2.96M | Buy |
+46,720
| New | +$2.96M | 3.26% | 9 |
|