Capital Investment Advisory Services’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 | $2.03M | Sell |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $12.9M | Buy |
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|
2023
Q3 | $12M | Sell |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $13.7M | Sell |
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $12.9M | Buy |
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|
2022
Q2 | $13.4M | Buy |
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|
2022
Q1 | $14.1M | Buy |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.89M | Buy |
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|
2020
Q4 | $7.94M | Buy |
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|
2020
Q3 | $6.95M | Sell |
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|
2020
Q2 | $6.61M | Buy |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $168K | Sell |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $224K | Sell |
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|
2018
Q4 | $437K | Sell |
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|
2018
Q3 | $5.86M | Buy |
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|
2018
Q2 | $488K | Sell |
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|
2018
Q1 | $746K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | $309K | Buy |
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|
2016
Q4 | $207K | Buy |
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