SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Triangle Securities Wealth Management's Holding History (CIK: 0001541353)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 23,795 Value ($000) $1,016 Avg Close Range
Q3 2025
Shares 11,897 Value ($000) $1,037 Avg Close Range
Q2 2025
Shares 10,210 Value ($000) $834 Avg Close Range
Q1 2025
Shares 12,182 Value ($000) $961 Avg Close Range
Q4 2024
Shares 12,426 Value ($000) $941 Avg Close Range
Q3 2024
Shares 12,501 Value ($000) $1,010 Avg Close Range
Q2 2024
Shares 13,679 Value ($000) $932 Avg Close Range
Q1 2024
Shares 14,027 Value ($000) $921 Avg Close Range
Q4 2023
Shares 17,647 Value ($000) $1,118 Avg Close Range
Q3 2023
Shares 12,152 Value ($000) $716 Avg Close Range
Q2 2023
Shares 12,152 Value ($000) $795 Avg Close Range
Q1 2023
Shares 12,212 Value ($000) $827 Avg Close Range
Q4 2022
Shares 12,262 Value ($000) $864 Avg Close Range
Q3 2022
Shares 12,637 Value ($000) $828 Avg Close Range
Q2 2022
Shares 12,812 Value ($000) $899 Avg Close Range
Q1 2022
Shares 12,882 Value ($000) $959 Avg Close Range
Q4 2021
Shares 12,882 Value ($000) $922 Avg Close Range
Q3 2021
Shares 12,882 Value ($000) $823 Avg Close Range
Q2 2021
Shares 12,882 Value ($000) $815 Avg Close Range
Q1 2021
Shares 12,882 Value ($000) $825 Avg Close Range
Q4 2020
Shares 12,882 Value ($000) $808 Avg Close Range
Q3 2020
Shares 12,882 Value ($000) $765 Avg Close Range
Q2 2020
Shares 13,057 Value ($000) $737 Avg Close Range
Q1 2020
Shares 13,057 Value ($000) $723 Avg Close Range
Q4 2019
Shares 13,337 Value ($000) $862 Avg Close Range
Q3 2019
Shares 13,478 Value ($000) $873 Avg Close Range
Q2 2019
Shares 13,878 Value ($000) $843 Avg Close Range
Q1 2019
Shares 16,763 Value ($000) $975 Avg Close Range
Q4 2018
Shares 17,248 Value ($000) $913 Avg Close Range
Q3 2018
Shares 17,823 Value ($000) $938 Avg Close Range
Q2 2018
Shares 18,218 Value ($000) $947 Avg Close Range
Q1 2018
Shares 18,568 Value ($000) $938 Avg Close Range
Q4 2017
Shares 18,828 Value ($000) $992 Avg Close Range
Q3 2017
Shares 19,188 Value ($000) $1,018 Avg Close Range
Q2 2017
Shares 19,718 Value ($000) $1,025 Avg Close Range
Q1 2017
Shares 20,858 Value ($000) $1,070 Avg Close Range
Q4 2016
Shares 21,268 Value ($000) $1,033 Avg Close Range
Q3 2016
Shares 21,918 Value ($000) $1,074 Avg Close Range
Q2 2016
Shares 23,148 Value ($000) $1,215 Avg Close Range
Q1 2016
Shares 25,618 Value ($000) $1,271 Avg Close Range
Q4 2015
Shares 47,409 Value ($000) $1,897 Avg Close Range
Q3 2015
Shares 24,018 Value ($000) $1,040 Avg Close Range
Q2 2015
Shares 24,753 Value ($000) $1,026 Avg Close Range
Q1 2015
Shares 25,763 Value ($000) $1,145 Avg Close Range
Q4 2014
Shares 27,688 Value ($000) $1,307 Avg Close Range
Q3 2014
Shares 29,003 Value ($000) $1,221 Avg Close Range
Q2 2014
Shares 29,743 Value ($000) $1,316 Avg Close Range
Q1 2014
Shares 36,465 Value ($000) $1,426 Avg Close Range
Q4 2013
Shares 30,133 Value ($000) $1,144 Avg Close Range
Q3 2013
Shares 32,113 Value ($000) $1,200 Avg Close Range
Q2 2013
Shares 33,670 Value ($000) $1,267 Avg Close Range