Capital Analysts LLC’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Buy |
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|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $3.4M | Sell |
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|
2022
Q3 | $4.98M | Buy |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $87K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $93K | Buy |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $85K | Buy |
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|
2020
Q2 | $80K | Buy |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $91K | Sell |
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|
2019
Q3 | $95K | Buy |
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|
2019
Q2 | $82K | Buy |
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|
2019
Q1 | $79K | Buy |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $10.4K | Hold |
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|
2017
Q1 | $10.3K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $9.8K | Hold |
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|
2016
Q2 | $10.5K | Hold |
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|
2016
Q1 | $9.92K | Hold |
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|
2015
Q4 | $8.66K | Hold |
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|
2015
Q3 | $8.66K | Hold |
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|
2015
Q2 | $8.29K | Hold |
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|
2015
Q1 | $8.89K | Hold |
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|
2014
Q4 | $9.44K | Hold |
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|
2014
Q3 | $8.42K | Buy |
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