SELECT SECTOR SPDR TR

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

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 99,024 Value ($000) $4,227 Avg Close — Range —
Q3 2025
Shares 51,013 Value ($000) $4,484 Avg Close — Range —
Q2 2025
Shares 52,102 Value ($000) $4,255 Avg Close — Range —
Q1 2025
Shares 50,948 Value ($000) $4,017 Avg Close — Range —
Q4 2024
Shares 50,496 Value ($000) $3,822 Avg Close — Range —
Q3 2024
Shares 50,149 Value ($000) $4,051 Avg Close — Range —
Q2 2024
Shares 48,894 Value ($000) $3,332 Avg Close — Range —
Q1 2024
Shares 48,412 Value ($000) $3,178 Avg Close — Range —
Q4 2023
Shares 48,784 Value ($000) $3,090 Avg Close — Range —
Q3 2023
Shares 40,581 Value ($000) $2,391 Avg Close — Range —
Q2 2023
Shares 47,608 Value ($000) $3,115 Avg Close — Range —
Q1 2023
Shares 48,865 Value ($000) $3,308 Avg Close — Range —
Q4 2022
Shares 49,493 Value ($000) $3,489 Avg Close — Range —
Q3 2022
Shares 49,473 Value ($000) $3,241 Avg Close — Range —
Q2 2022
Shares 52,862 Value ($000) $3,707 Avg Close — Range —
Q1 2022
Shares 53,484 Value ($000) $3,982 Avg Close — Range —
Q4 2021
Shares 51,398 Value ($000) $3,679 Avg Close — Range —
Q3 2021
Shares 51,503 Value ($000) $3,290 Avg Close — Range —
Q2 2021
Shares 51,507 Value ($000) $3,256 Avg Close — Range —
Q1 2021
Shares 52,672 Value ($000) $3,372 Avg Close — Range —
Q4 2020
Shares 56,151 Value ($000) $3,521 Avg Close — Range —
Q3 2020
Shares 55,552 Value ($000) $3,310 Avg Close — Range —
Q2 2020
Shares 49,271 Value ($000) $2,844 Avg Close — Range —
Q1 2020
Shares 51,518 Value ($000) $2,855 Avg Close — Range —
Q4 2019
Shares 52,234 Value ($000) $3,375 Avg Close — Range —
Q3 2019
Shares 49,709 Value ($000) $3,218 Avg Close — Range —
Q2 2019
Shares 44,372 Value ($000) $2,646 Avg Close — Range —
Q1 2019
Shares 41,318 Value ($000) $2,396 Avg Close — Range —
Q4 2018
Shares 40,437 Value ($000) $2,140 Avg Close — Range —
Q3 2018
Shares 36,223 Value ($000) $1,953 Avg Close — Range —
Q2 2018
Shares 36,123 Value ($000) $1,877 Avg Close — Range —
Q1 2018
Shares 36,123 Value ($000) $1,825 Avg Close — Range —
Q4 2017
Shares 37,148 Value ($000) $1,957 Avg Close — Range —
Q3 2017
Shares 39,263 Value ($000) $2,083 Avg Close — Range —
Q2 2017
Shares 39,463 Value ($000) $2,050 Avg Close — Range —
Q1 2017
Shares 40,978 Value ($000) $2,103 Avg Close — Range —
Q4 2016
Shares 42,828 Value ($000) $2,080 Avg Close — Range —