Srs Capital Advisors, Inc. Utilities Sector Spdr Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,451 shares of XLU stock, worth $191,521. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,451

Previous 2,132 14.96%

Holding current value

$191,521

Previous $172,000 7.56%

% of portfolio

0.01%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$74.89 - $82.93 $23,889 - $26,454	319 Added 14.96%	2,451 $185,000
Q3 2024 Nov 06, 2024	SELL	$67.67 - $80.78 $4,263 - $5,089	-63 Reduced 2.87%	2,132 $172,000
Q2 2024 Aug 06, 2024	SELL	$62.77 - $72.87 $12,805 - $14,865	-204 Reduced 8.5%	2,195 $149,000
Q1 2024 May 14, 2024	SELL	$59.95 - $65.65 $4,256 - $4,661	-71 Reduced 2.87%	2,399 $157,000
Q4 2023 Feb 06, 2024	SELL	$56.19 - $65.96 $21,464 - $25,196	-382 Reduced 13.39%	2,470 $156,000
Q3 2023 Nov 14, 2023	SELL	$58.83 - $68.46 $19,590 - $22,797	-333 Reduced 10.46%	2,852 $168,000
Q2 2023 Aug 14, 2023	SELL	$64.34 - $69.97 $49,992 - $54,366	-777 Reduced 19.61%	3,185 $208,000
Q1 2023 May 16, 2023	SELL	$63.7 - $72.08 $7,644 - $8,649	-120 Reduced 2.94%	3,962 $268,000
Q4 2022 Feb 24, 2023	BUY	$61.52 - $72.67 $676 - $799	11 Added 0.27%	4,082 $287,000
Q3 2022 Nov 03, 2022	BUY	$65.51 - $78.12 $154,341 - $184,050	2,356 Added 137.38%	4,071 $267,000
Q2 2022 Aug 22, 2022	BUY	$64.87 - $76.96 $64 - $76	1 Added 0.06%	1,715 $120,000
Q1 2022 May 12, 2022	BUY	$65.03 - $74.54 $585 - $670	9 Added 0.53%	1,714 $128,000
Q4 2021 Feb 08, 2022	BUY	$63.88 - $71.58 $2,427 - $2,720	38 Added 2.28%	1,705 $122,000
Q3 2021 Nov 05, 2021	BUY	$63.56 - $70.07 $572 - $630	9 Added 0.54%	1,667 $107,000
Q2 2021 Aug 02, 2021	SELL	$63.23 - $67.72 $6,955 - $7,449	-110 Reduced 6.22%	1,658 $105,000
Q4 2020 Feb 03, 2021	BUY	$59.98 - $66.76 $659 - $734	11 Added 0.63%	1,768 $111,000
Q3 2020 Nov 12, 2020	BUY	$56.7 - $61.49 $567 - $614	10 Added 0.57%	1,757 $104,000
Q2 2020 Aug 06, 2020	SELL	$51.79 - $62.83 $310 - $376	-6 Reduced 0.34%	1,747 $99,000
Q1 2020 May 13, 2020	BUY	$44.93 - $70.98 $7,593 - $11,995	169 Added 10.67%	1,753 $97,000
Q4 2019 Feb 07, 2020	BUY	$61.37 - $64.82 $736 - $777	12 Added 0.76%	1,584 $102,000
Q3 2019 Nov 01, 2019	BUY	$62.5 - $64.93 $750 - $779	12 Added 0.77%	1,572 $102,000
Q2 2019 Aug 08, 2019	BUY	N/A	24 Added 1.56%	1,560 $93,000
Q4 2018 Feb 06, 2019	BUY	N/A	13 Added 0.85%	1,536 $81,000
Q3 2018 Nov 06, 2018	BUY	N/A	1,523 New	1,523 $80,000

Others Institutions Holding XLU

# of Institutions

1,501

Shares Held

157M

Call Options Held

13.2M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Srs Capital Advisors, Inc. Utilities Sector Spdr Transaction History