Zullo 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 | $2.35M | Buy |
28,727
+370
| +1% | +$30.2K | 0.95% | 22 |
|
|
2025
Q1 | $2.24M | Sell |
28,357
-648
| -2% | -$51.1K | 0.96% | 26 |
|
|
2024
Q4 | $2.2M | Sell |
29,005
-429
| -1% | -$32.5K | 0.89% | 26 |
|
|
2024
Q3 | $2.38M | Buy |
29,434
+80
| +0.3% | +$6.46K | 0.99% | 24 |
|
|
2024
Q2 | $2M | Buy |
29,354
+562
| +2% | +$38.3K | 0.88% | 26 |
|
|
2024
Q1 | $1.89M | Buy |
28,792
+341
| +1% | +$22.4K | 0.89% | 27 |
|
|
2023
Q4 | $1.8M | Buy |
28,451
+440
| +2% | +$27.9K | 0.92% | 28 |
|
|
2023
Q3 | $1.65M | Buy |
28,011
+2,362
| +9% | +$139K | 0.97% | 25 |
|
|
2023
Q2 | $1.68M | Sell |
25,649
-436
| -2% | -$28.5K | 0.96% | 27 |
|
|
2023
Q1 | $1.77M | Buy |
26,085
+640
| +3% | +$43.3K | 1.1% | 22 |
|
|
2022
Q4 | $1.79M | Buy |
25,445
+883
| +4% | +$62.3K | 1.1% | 19 |
|
|
2022
Q3 | $1.61M | Buy |
24,562
+1,360
| +6% | +$89.1K | 1.04% | 21 |
|
|
2022
Q2 | $1.63M | Buy |
23,202
+1,261
| +6% | +$88.4K | 1.02% | 21 |
|
|
2022
Q1 | $1.63M | Buy |
21,941
+1,201
| +6% | +$89.4K | 0.85% | 23 |
|
|
2021
Q4 | $1.49M | Buy |
+20,740
| New | +$1.49M | 0.76% | 24 |
|