Zuckerman Investment 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 | $2.09M | Buy |
25,549
+3,261
| +15% | +$266K | 0.2% | 56 |
|
|
2025
Q1 | $1.76M | Buy |
22,288
+231
| +1% | +$18.2K | 0.19% | 63 |
|
|
2024
Q4 | $1.73M | Buy |
22,057
+2,377
| +12% | +$186K | 0.17% | 65 |
|
|
2024
Q3 | $1.59M | Buy |
19,680
+771
| +4% | +$62.3K | 0.16% | 63 |
|
|
2024
Q2 | $1.29M | Buy |
18,909
+3,201
| +20% | +$218K | 0.15% | 64 |
|
|
2024
Q1 | $1.03M | Buy |
15,708
+1,688
| +12% | +$111K | 0.12% | 68 |
|
|
2023
Q4 | $888K | Sell |
14,020
-310
| -2% | -$19.6K | 0.11% | 70 |
|
|
2023
Q3 | $844K | Sell |
14,330
-298
| -2% | -$17.6K | 0.12% | 62 |
|
|
2023
Q2 | $957K | Sell |
14,628
-275
| -2% | -$18K | 0.14% | 59 |
|
|
2023
Q1 | $1.01M | Buy |
14,903
+85
| +0.6% | +$5.75K | 0.15% | 60 |
|
|
2022
Q4 | $1.04M | Sell |
14,818
-1,161
| -7% | -$81.9K | 0.17% | 61 |
|
|
2022
Q3 | $1.05M | Buy |
15,979
+673
| +4% | +$44.1K | 0.2% | 54 |
|
|
2022
Q2 | $1.07M | Buy |
15,306
+870
| +6% | +$61K | 0.2% | 55 |
|
|
2022
Q1 | $1.08M | Buy |
14,436
+274
| +2% | +$20.4K | 0.17% | 57 |
|
|
2021
Q4 | $1.01M | Buy |
14,162
+285
| +2% | +$20.4K | 0.16% | 64 |
|
|
2021
Q3 | $886K | Buy |
13,877
+325
| +2% | +$20.8K | 0.15% | 66 |
|
|
2021
Q2 | $857K | Buy |
13,552
+1,264
| +10% | +$79.9K | 0.14% | 64 |
|
|
2021
Q1 | $787K | Buy |
12,288
+8,107
| +194% | +$519K | 0.13% | 65 |
|
|
2020
Q4 | $262K | Buy |
4,181
+583
| +16% | +$36.5K | 0.05% | 74 |
|
|
2020
Q3 | $214K | Sell |
3,598
-667
| -16% | -$39.7K | 0.05% | 73 |
|
|
2020
Q2 | $241K | Buy |
4,265
+465
| +12% | +$26.3K | 0.06% | 69 |
|
|
2020
Q1 | $211K | Buy |
+3,800
| New | +$211K | 0.06% | 64 |
|