Wayfinding Financial’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 | $2.85M | Sell |
32,654
-1,044
| -3% | -$91.2K | 1.28% | 23 |
|
|
2025
Q1 | $2.66M | Sell |
33,698
-805
| -2% | -$63.5K | 1.16% | 20 |
|
|
2024
Q4 | $2.61M | Sell |
34,503
-3,834
| -10% | -$290K | 1.4% | 18 |
|
|
2024
Q3 | $3.1M | Sell |
38,337
-1,784
| -4% | -$144K | 2.3% | 14 |
|
|
2024
Q2 | $2.73M | Sell |
40,121
-953
| -2% | -$64.9K | 1.54% | 16 |
|
|
2024
Q1 | $2.89M | Sell |
41,074
-18,595
| -31% | -$1.31M | 1.69% | 16 |
|
|
2023
Q4 | $3.78M | Buy |
59,669
+402
| +0.7% | +$25.5K | 2.57% | 9 |
|
|
2023
Q3 | $3.33M | Sell |
59,267
-1,628
| -3% | -$91.5K | 2.52% | 9 |
|
|
2023
Q2 | $4.08M | Sell |
60,895
-1,890
| -3% | -$127K | 2.84% | 8 |
|
|
2023
Q1 | $4.25M | Buy |
+62,785
| New | +$4.25M | 3.23% | 7 |
|