Prime Capital Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Prime Capital Investment Advisors’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	$8.61M	Sell	105,458 -49,175	-32%	-$4.02M	0.11%	140
2025 Q1	$12.2M	Buy	154,633 +12,122	+9%	+$956K	0.14%	125
2024 Q4	$10.8M	Sell	142,511 -9,161	-6%	-$693K	0.16%	108
2024 Q3	$12.3M	Sell	151,672 -1,461	-1%	-$118K	0.17%	102
2024 Q2	$10.4M	Sell	153,133 -6,953	-4%	-$474K	0.15%	110
2024 Q1	$10.5M	Sell	160,086 -309	-0.2%	-$20.3K	0.15%	122
2023 Q4	$10.2M	Buy	160,395 +11,048	+7%	+$700K	0.15%	118
2023 Q3	$8.8M	Sell	149,347 -38,180	-20%	-$2.25M	0.18%	105
2023 Q2	$12.3M	Buy	187,527 +131,665	+236%	+$8.62M	0.24%	89
2023 Q1	$3.78M	Sell	55,862 -199,506	-78%	-$13.5M	0.16%	116
2022 Q4	$18M	Buy	255,368 +128,372	+101%	+$9.05M	0.68%	37
2022 Q3	$8.32M	Buy	126,996 +16,318	+15%	+$1.07M	0.48%	42
2022 Q2	$7.76M	Buy	110,678 +103,354	+1,411%	+$7.25M	0.46%	38
2022 Q1	$524K	Sell	7,324 -2,350	-24%	-$168K	0.03%	233
2021 Q4	$692K	Sell	9,674 -988	-9%	-$70.7K	0.04%	200
2021 Q3	$681K	Sell	10,662 -1,779	-14%	-$114K	0.04%	203
2021 Q2	$787K	Buy	12,441 +2,565	+26%	+$162K	0.05%	208
2021 Q1	$632K	Sell	9,876 -31,765	-76%	-$2.03M	0.05%	177
2020 Q4	$2.61M	Sell	41,641 -1,571	-4%	-$98.5K	0.2%	96
2020 Q3	$2.57M	Buy	43,212 +31,365	+265%	+$1.86M	0.22%	90
2020 Q2	$669K	Sell	11,847 -55,411	-82%	-$3.13M	0.06%	165
2020 Q1	$3.73M	Buy	67,258 +16,737	+33%	+$927K	0.44%	44
2019 Q4	$3.27M	Buy	50,521 +2,308	+5%	+$149K	0.37%	58
2019 Q3	$3.12M	Buy	48,213 +5,799	+14%	+$375K	0.48%	52
2019 Q2	$2.53M	Buy	42,414 +40,258	+1,867%	+$2.4M	0.46%	59
2019 Q1	$125K	Buy	+2,156	New	+$125K	0.04%	146
2018 Q4	–	Sell	-2,100	Closed	-$111K	–	437
2018 Q3	$111K	Hold	2,100	–	–	0.04%	153
2018 Q2	$109K	Hold	2,100	–	–	0.05%	153
2018 Q1	$106K	Hold	2,100	–	–	0.08%	130
2017 Q4	$111K	Buy	+2,100	New	+$111K	0.09%	124