Welch 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
Q1 | – | Sell |
-11,255
| Closed | -$853K | – | 279 |
|
|
2024
Q4 | $853K | Buy |
+11,255
| New | +$853K | 0.04% | 109 |
|
|
2024
Q1 | – | Sell |
-4,502
| Closed | -$285K | – | 247 |
|
|
2023
Q4 | $285K | Buy |
+4,502
| New | +$285K | 0.02% | 181 |
|
|
2020
Q4 | – | Sell |
-14,543
| Closed | -$864K | – | 152 |
|
|
2020
Q3 | $864K | Buy |
+14,543
| New | +$864K | 0.08% | 70 |
|