Prospera Financial 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
Q2 | $4.59M | Sell |
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2025
Q1 | $5.4M | Sell |
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2024
Q4 | $9.18M | Buy |
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2024
Q3 | $5.38M | Buy |
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2024
Q2 | $3.05M | Sell |
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2024
Q1 | $2.99M | Buy |
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2023
Q4 | $816K | Buy |
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2023
Q3 | $691K | Buy |
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2023
Q2 | $732K | Sell |
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2023
Q1 | $838K | Sell |
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2022
Q4 | $2.19M | Buy |
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2022
Q3 | $343K | Buy |
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2022
Q2 | $298K | Buy |
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2022
Q1 | $251K | Buy |
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2021
Q4 | $240K | Buy |
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2021
Q1 | – | Sell |
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2020
Q4 | $1.47M | Buy |
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2020
Q3 | $144K | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $916K | Sell |
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2019
Q4 | $3.36M | Sell |
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2019
Q3 | $3.41M | Buy |
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2019
Q2 | $2.95M | Sell |
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2019
Q1 | $4.15M | Buy |
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2018
Q4 | $1.96M | Buy |
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2018
Q3 | $983K | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $1.98M | Buy |
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2017
Q3 | $1.99M | Sell |
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2017
Q2 | $3.19M | Buy |
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2017
Q1 | $1.4M | Buy |
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2016
Q4 | – | Sell |
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2016
Q3 | $2.39M | Sell |
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2016
Q2 | $3.27M | Sell |
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2016
Q1 | $5.58M | Buy |
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2015
Q1 | – | Sell |
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2014
Q4 | $1.08M | Buy |
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