Financial Advocates Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Financial Advocates Investment Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$370K	Sell	4,534 -43,202	-91%	-$3.53M	0.03%	442
2025 Q1	$3.76M	Sell	47,736 -5,018	-10%	-$396K	0.26%	87
2024 Q4	$3.99M	Buy	52,754 +32,911	+166%	+$2.49M	0.23%	93
2024 Q3	$1.61M	Sell	19,843 -3,068	-13%	-$249K	0.09%	213
2024 Q2	$1.56M	Buy	22,911 +4,574	+25%	+$312K	0.1%	205
2024 Q1	$1.2M	Sell	18,337 -132	-0.7%	-$8.64K	0.07%	277
2023 Q4	$1.17M	Sell	18,469 -23,410	-56%	-$1.48M	0.08%	257
2023 Q3	$2.59M	Buy	41,879 +2,072	+5%	+$128K	0.19%	126
2023 Q2	$2.6M	Sell	39,807 -203	-0.5%	-$13.3K	0.19%	131
2023 Q1	$2.71M	Sell	40,010 -17,055	-30%	-$1.15M	0.19%	120
2022 Q4	$3.57M	Buy	57,065 +11,911	+26%	+$745K	0.27%	91
2022 Q3	$2.96M	Sell	45,154 -5,528	-11%	-$362K	0.24%	107
2022 Q2	$3.55M	Buy	50,682 +16,933	+50%	+$1.19M	0.29%	91
2022 Q1	$2.51M	Buy	33,749 +6,730	+25%	+$501K	0.17%	142
2021 Q4	$1.93M	Sell	27,019 -1,071	-4%	-$76.7K	0.12%	198
2021 Q3	$1.8M	Buy	28,090 +671	+2%	+$42.9K	0.12%	203
2021 Q2	$1.73M	Buy	27,419 +5,072	+23%	+$321K	0.12%	207
2021 Q1	$1.43M	Buy	22,347 +708	+3%	+$45.3K	0.1%	230
2020 Q4	$1.68M	Buy	21,639 +1,004	+5%	+$77.9K	0.11%	203
2020 Q3	$1.23M	Sell	20,635 -15,910	-44%	-$945K	0.1%	201
2020 Q2	$3.17M	Buy	36,545 +19,557	+115%	+$1.7M	0.3%	79
2020 Q1	$941K	Sell	16,988 -13,751	-45%	-$762K	0.13%	186
2019 Q4	$1.99M	Buy	30,739 +5,665	+23%	+$366K	0.21%	114
2019 Q3	$1.63M	Sell	25,074 -4,340	-15%	-$281K	0.19%	129
2019 Q2	$1.75M	Buy	29,414 +20,024	+213%	+$1.19M	0.2%	125
2019 Q1	$546K	Buy	9,390 +1,744	+23%	+$101K	0.07%	253
2018 Q4	$405K	Buy	7,646 +645	+9%	+$34.2K	0.06%	279
2018 Q3	$369K	Sell	7,001 -331	-5%	-$17.4K	0.04%	339
2018 Q2	$384K	Buy	7,332 +96	+1%	+$5.03K	0.05%	319
2018 Q1	$366K	Sell	7,236 -6,367	-47%	-$322K	0.05%	322
2017 Q4	$717K	Buy	+13,603	New	+$717K	0.1%	209