Apriem Advisors Utilities Sector Spdr Transaction History

Apriem Advisors

$855 Million
Q4 2024

A detailed history of Apriem Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Apriem Advisors holds 44,800 shares of XLU stock, worth $3.55 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

44,800

Previous 45,050 0.55%

Holding current value

$3.55 Million

Previous $3.64 Million 6.84%

% of portfolio

0.4%

Previous 0.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$74.89 - $82.93 $18,722 - $20,732	-250 Reduced 0.55%	44,800 $3.39 Million
Q4 2022 Feb 13, 2023	SELL	$61.52 - $72.67 $12,857 - $15,188	-209 Reduced 0.46%	45,050 $3.18 Million
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $13,691 - $16,327	209 Added 0.46%	45,259 $2.97 Million
Q2 2022 Aug 08, 2022	SELL	$64.87 - $76.96 $177,095 - $210,100	-2,730 Reduced 5.71%	45,050 $3.16 Million
Q1 2022 May 10, 2022	BUY	$65.03 - $74.54 $177,531 - $203,494	2,730 Added 6.06%	47,780 $3.56 Million
Q1 2021 May 10, 2021	BUY	$58.36 - $64.15 $2.63 Million - $2.89 Million	45,050 New	45,050 $2.89 Million
Q4 2020 Feb 04, 2021	SELL	$59.98 - $66.76 $2.73 Million - $3.04 Million	-45,525 Closed	0 $0
Q2 2020 Aug 07, 2020	SELL	$51.79 - $62.83 $14,242 - $17,278	-275 Reduced 0.6%	45,525 $2.57 Million
Q4 2019 Feb 10, 2020	SELL	$61.37 - $64.82 $61,370 - $64,819	-1,000 Reduced 2.14%	45,800 $2.96 Million
Q3 2019 Nov 12, 2019	BUY	$62.5 - $64.93 $62,500 - $64,930	1,000 Added 2.18%	46,800 $3.03 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,265 Added 5.2%	45,800 $2.38 Million
Q1 2018 May 11, 2018	SELL	N/A	-6,283 Reduced 12.61%	43,535 $2.2 Million
Q4 2017 Feb 14, 2018	BUY	N/A	2,758 Added 5.86%	49,818 $2.62 Million
Q3 2017 Nov 14, 2017	BUY	N/A	47,060	47,060 $2.5 Million

Others Institutions Holding XLU

# of Institutions

1,524

Shares Held

154M

Call Options Held

14.7M

Put Options Held

40.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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