Arete Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 14,496 shares of XLU stock, worth $1.29 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,496

Previous 17,525 17.28%

Holding current value

$1.29 Million

Previous $1.43 Million 11.67%

% of portfolio

0.08%

Previous 0.1%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$81.14 - $87.32 $245,773 - $264,492	-3,029 Reduced 17.28%	14,496 $1.26 Million
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $26,750 - $30,293	366 Added 2.13%	17,525 $1.43 Million
Q1 2025 May 15, 2025	BUY	$74.7 - $80.27 $92,852 - $99,775	1,243 Added 7.81%	17,159 $1.35 Million
Q4 2024 Feb 12, 2025	BUY	$74.89 - $82.93 $55,343 - $61,285	739 Added 4.87%	15,916 $1.2 Million
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $202,468 - $241,693	-2,992 Reduced 16.47%	15,177 $1.22 Million

Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $416,353 - $483,346	6,633 Added 57.5%	18,169 $1.24 Million
Q1 2024 May 15, 2024	SELL	$59.95 - $65.65 $2,997 - $3,282	-50 Reduced 0.43%	11,536 $757,000
Q4 2023 Feb 14, 2024	BUY	$56.19 - $65.96 $442,777 - $519,764	7,880 Added 212.63%	11,586 $733,000
Q3 2023 Oct 30, 2023	SELL	$58.83 - $68.46 $460,462 - $535,836	-7,827 Reduced 67.87%	3,706 $218,000
Q2 2023 Aug 09, 2023	BUY	$64.34 - $69.97 $159,370 - $173,315	2,477 Added 27.35%	11,533 $755,000
Q1 2023 May 01, 2023	BUY	$63.7 - $72.08 $31,658 - $35,823	497 Added 5.81%	9,056 $613,000
Q4 2022 Feb 06, 2023	SELL	$61.52 - $72.67 $89,080 - $105,226	-1,448 Reduced 14.47%	8,559 $603,000
Q3 2022 Nov 07, 2022	SELL	$65.51 - $78.12 $888,774 - $1.06 Million	-13,567 Reduced 57.55%	10,007 $656,000
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $895,465 - $1.06 Million	13,804 Added 141.29%	23,574 $1.66 Million
Q1 2022 May 06, 2022	SELL	$65.03 - $74.54 $14,566 - $16,696	-224 Reduced 2.24%	9,770 $728,000
Q4 2021 Feb 07, 2022	BUY	$63.88 - $71.58 $44,268 - $49,604	693 Added 7.45%	9,994 $710,000
Q3 2021 Nov 15, 2021	BUY	$63.56 - $70.07 $49,449 - $54,514	778 Added 9.13%	9,301 $594,000
Q2 2021 Aug 09, 2021	BUY	$63.23 - $67.72 $2,971 - $3,182	47 Added 0.55%	8,523 $493,000
Q1 2021 May 10, 2021	SELL	$58.36 - $64.15 $236,416 - $259,871	-4,051 Reduced 32.34%	8,476 $541,000
Q4 2020 Feb 08, 2021	BUY	$59.98 - $66.76 $197,993 - $220,374	3,301 Added 35.78%	12,527 $777,000
Q3 2020 Nov 09, 2020	SELL	$56.7 - $61.49 $347,571 - $376,933	-6,130 Reduced 39.92%	9,226 $559,000
Q2 2020 Aug 11, 2020	BUY	$51.79 - $62.83 $357,765 - $434,029	6,908 Added 81.77%	15,356 $867,000
Q1 2020 May 14, 2020	SELL	$44.93 - $70.98 $82,805 - $130,816	-1,843 Reduced 17.91%	8,448 $453,000
Q4 2019 Feb 14, 2020	BUY	$61.37 - $64.82 $114,270 - $120,694	1,862 Added 22.09%	10,291 $658,000
Q3 2019 Nov 13, 2019	SELL	$62.5 - $64.93 $130,937 - $136,028	-2,095 Reduced 19.91%	8,429 $545,000
Q2 2019 Aug 14, 2019	SELL	N/A	-981 Reduced 8.53%	10,524 $627,000
Q1 2019 May 15, 2019	SELL	N/A	-10,287 Reduced 47.21%	11,505 $668,000
Q4 2018 Feb 14, 2019	BUY	N/A	13,153 Added 152.25%	21,792 $1.15 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,124 Added 14.96%	8,639 $455,000
Q2 2018 Aug 14, 2018	BUY	N/A	2,327 Added 44.85%	7,515 $390,000
Q1 2018 May 15, 2018	BUY	N/A	5,188 New	5,188 $262,000

Others Institutions Holding XLU

# of Institutions

1,688

Shares Held

180M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Arete Wealth Advisors, LLC Utilities Sector Spdr Transaction History