YHB Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,567
+10
| +0.3% | +$816 | 0.02% | 257 |
|
|
2025
Q1 | $280K | Sell |
3,557
-474
| -12% | -$37.4K | 0.02% | 245 |
|
|
2024
Q4 | $305K | Sell |
4,031
-19
| -0.5% | -$1.44K | 0.03% | 230 |
|
|
2024
Q3 | $327K | Sell |
4,050
-100
| -2% | -$8.08K | 0.03% | 231 |
|
|
2024
Q2 | $283K | Sell |
4,150
-866
| -17% | -$59K | 0.02% | 242 |
|
|
2024
Q1 | $329K | Sell |
5,016
-2,167
| -30% | -$142K | 0.03% | 225 |
|
|
2023
Q4 | $455K | Buy |
7,183
+1,305
| +22% | +$82.6K | 0.04% | 195 |
|
|
2023
Q3 | $346K | Sell |
5,878
-915
| -13% | -$53.9K | 0.03% | 212 |
|
|
2023
Q2 | $445K | Sell |
6,793
-294
| -4% | -$19.2K | 0.04% | 197 |
|
|
2023
Q1 | $480K | Sell |
7,087
-244
| -3% | -$16.5K | 0.05% | 190 |
|
|
2022
Q4 | $517K | Sell |
7,331
-300
| -4% | -$21.2K | 0.06% | 180 |
|
|
2022
Q3 | $500K | Sell |
7,631
-766
| -9% | -$50.2K | 0.06% | 188 |
|
|
2022
Q2 | $589K | Sell |
8,397
-117
| -1% | -$8.21K | 0.06% | 178 |
|
|
2022
Q1 | $634K | Sell |
8,514
-315
| -4% | -$23.5K | 0.06% | 183 |
|
|
2021
Q4 | $632K | Sell |
8,829
-3,797
| -30% | -$272K | 0.05% | 195 |
|
|
2021
Q3 | $807K | Sell |
12,626
-485
| -4% | -$31K | 0.07% | 175 |
|
|
2021
Q2 | $829K | Buy |
13,111
+1,102
| +9% | +$69.7K | 0.07% | 179 |
|
|
2021
Q1 | $807K | Sell |
12,009
-1,855
| -13% | -$125K | 0.07% | 177 |
|
|
2020
Q4 | $869K | Buy |
13,864
+515
| +4% | +$32.3K | 0.08% | 169 |
|
|
2020
Q3 | $793K | Sell |
13,349
-300
| -2% | -$17.8K | 0.09% | 169 |
|
|
2020
Q2 | $770K | Buy |
13,649
+400
| +3% | +$22.6K | 0.11% | 117 |
|
|
2020
Q1 | $734K | Sell |
13,249
-293
| -2% | -$16.2K | 0.13% | 113 |
|
|
2019
Q4 | $875K | Buy |
13,542
+865
| +7% | +$55.9K | 0.12% | 116 |
|
|
2019
Q3 | $821K | Sell |
12,677
-75
| -0.6% | -$4.86K | 0.13% | 118 |
|
|
2019
Q2 | $760K | Buy |
12,752
+462
| +4% | +$27.5K | 0.12% | 123 |
|
|
2019
Q1 | $715K | Buy |
12,290
+3,520
| +40% | +$205K | 0.11% | 128 |
|
|
2018
Q4 | $464K | Buy |
8,770
+225
| +3% | +$11.9K | 0.08% | 133 |
|
|
2018
Q3 | $450K | Buy |
8,545
+200
| +2% | +$10.5K | 0.07% | 137 |
|
|
2018
Q2 | $434K | Sell |
8,345
-100
| -1% | -$5.2K | 0.07% | 137 |
|
|
2018
Q1 | $427K | Sell |
8,445
-50
| -0.6% | -$2.53K | 0.07% | 137 |
|
|
2017
Q4 | $448K | Sell |
8,495
-200
| -2% | -$10.5K | 0.08% | 133 |
|
|
2017
Q3 | $461K | Buy |
8,695
+2,460
| +39% | +$130K | 0.08% | 132 |
|
|
2017
Q2 | $324K | Hold |
6,235
| – | – | 0.06% | 146 |
|
|
2017
Q1 | $322K | Buy |
6,235
+610
| +11% | +$31.5K | 0.06% | 147 |
|
|
2016
Q4 | $273K | Buy |
5,625
+835
| +17% | +$40.5K | 0.06% | 148 |
|
|
2016
Q3 | $235K | Buy |
4,790
+290
| +6% | +$14.2K | 0.06% | 154 |
|
|
2016
Q2 | $236K | Sell |
4,500
-105
| -2% | -$5.51K | 0.05% | 153 |
|
|
2016
Q1 | $229K | Buy |
+4,605
| New | +$229K | 0.06% | 142 |
|