World Equity 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
Q2 | $776K | Buy |
9,508
+6,720
| +241% | +$549K | 0.21% | 104 |
|
|
2025
Q1 | $220K | Sell |
2,788
-9,316
| -77% | -$735K | 0.06% | 280 |
|
|
2024
Q4 | $916K | Buy |
12,104
+8,331
| +221% | +$631K | 0.2% | 111 |
|
|
2024
Q3 | $305K | Buy |
3,773
+316
| +9% | +$25.5K | 0.11% | 178 |
|
|
2024
Q2 | $236K | Buy |
+3,457
| New | +$236K | 0.07% | 236 |
|
|
2023
Q1 | – | Sell |
-4,479
| Closed | -$316K | – | 595 |
|
|
2022
Q4 | $316K | Sell |
4,479
-255
| -5% | -$18K | 0.07% | 242 |
|
|
2022
Q3 | $310K | Buy |
+4,734
| New | +$310K | 0.08% | 242 |
|