Advance Capital Management, Inc. Utilities Sector Spdr Transaction History

Advance Capital Management, Inc.

$1.66 Billion
Q1 2025

A detailed history of Advance Capital Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Advance Capital Management, Inc. holds 3,490 shares of XLU stock, worth $272,220. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,490

Previous 3,728 6.38%

Holding current value

$272,220

Previous $282,000 3.55%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$74.7 - $80.27 $17,778 - $19,104	-238 Reduced 6.38%	3,490 $272,000
Q4 2024 Jan 06, 2025	BUY	$74.89 - $82.93 $17,823 - $19,737	238 Added 6.82%	3,728 $282,000
Q1 2024 Apr 04, 2024	SELL	$59.95 - $65.65 $48,319 - $52,913	-806 Reduced 18.76%	3,490 $229,000
Q4 2023 Jan 10, 2024	SELL	$56.19 - $65.96 $3,596 - $4,221	-64 Reduced 1.47%	4,296 $272,000
Q3 2023 Oct 13, 2023	BUY	$58.83 - $68.46 $3,765 - $4,381	64 Added 1.49%	4,360 $256,000
Q3 2022 Oct 28, 2022	BUY	$65.51 - $78.12 $4,192 - $4,999	64 Added 1.51%	4,296 $281,000
Q1 2022 May 03, 2022	SELL	$65.03 - $74.54 $390 - $447	-6 Reduced 0.14%	4,232 $315,000
Q4 2021 Jan 14, 2022	BUY	$63.88 - $71.58 $270,723 - $303,356	4,238 New	4,238 $0

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Advance Capital Management, Inc. Utilities Sector Spdr Transaction History