Wealthfront Advisers’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 | $2.29M | Buy |
28,010
+2,632
| +10% | +$215K | 0.01% | 547 |
|
|
2025
Q1 | $2M | Buy |
25,378
+1,829
| +8% | +$144K | 0.01% | 538 |
|
|
2024
Q4 | $1.78M | Buy |
23,549
+2,615
| +12% | +$198K | 0.01% | 548 |
|
|
2024
Q3 | $1.69M | Sell |
20,934
-673
| -3% | -$54.4K | 0.01% | 533 |
|
|
2024
Q2 | $1.47M | Buy |
21,607
+8,239
| +62% | +$561K | 0.01% | 551 |
|
|
2024
Q1 | $878K | Sell |
13,368
-2,215
| -14% | -$145K | ﹤0.01% | 639 |
|
|
2023
Q4 | $987K | Buy |
15,583
+3,358
| +27% | +$213K | ﹤0.01% | 595 |
|
|
2023
Q3 | $720K | Sell |
12,225
-2,338
| -16% | -$138K | ﹤0.01% | 618 |
|
|
2023
Q2 | $953K | Buy |
14,563
+48
| +0.3% | +$3.14K | ﹤0.01% | 564 |
|
|
2023
Q1 | $983K | Sell |
14,515
-2,137
| -13% | -$145K | ﹤0.01% | 530 |
|
|
2022
Q4 | $1.17M | Buy |
16,652
+5,767
| +53% | +$407K | 0.01% | 485 |
|
|
2022
Q3 | $713K | Sell |
10,885
-19,016
| -64% | -$1.25M | ﹤0.01% | 535 |
|
|
2022
Q2 | $2.1M | Buy |
29,901
+12,976
| +77% | +$910K | 0.01% | 370 |
|
|
2022
Q1 | $1.26M | Buy |
16,925
+12,106
| +251% | +$901K | 0.01% | 492 |
|
|
2021
Q4 | $345K | Buy |
+4,819
| New | +$345K | ﹤0.01% | 652 |
|