Barry Investment Advisors, LLC Utilities Sector Spdr Transaction History

Barry Investment Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Barry Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 5,833 shares of XLU stock, worth $454,274. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,833
Previous 5,968 2.26%
Holding current value
$454,274
Previous $482,000 8.51%
% of portfolio
0.15%
Previous 0.15%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$74.89 - $82.93 $10,110 - $11,195
-135 Reduced 2.26%
5,833 $441,000
Q3 2024

Oct 24, 2024
SELL
$67.67 - $80.78 $242,664 - $289,677
-3,586 Reduced 37.53%
5,968 $482,000
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $188 - $218
-3 Reduced 0.03%
9,554 $651,000
Q1 2024

Apr 17, 2024
BUY
$59.95 - $65.65 $28,176 - $30,855
470 Added 5.17%
9,557 $627,000
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $10,900 - $12,796
194 Added 2.18%
9,087 $575,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $91,362 - $106,318
-1,553 Reduced 14.87%
8,893 $524,000
Q2 2023

Aug 02, 2023
SELL
$64.34 - $69.97 $143,413 - $155,963
-2,229 Reduced 17.59%
10,446 $683,000
Q1 2023

Apr 27, 2023
SELL
$63.7 - $72.08 $86,058 - $97,380
-1,351 Reduced 9.63%
12,675 $857,000
Q4 2022

Jan 25, 2023
SELL
$61.52 - $72.67 $115,226 - $136,110
-1,873 Reduced 11.78%
14,026 $0
Q3 2022

Oct 24, 2022
SELL
$65.51 - $78.12 $149,166 - $177,879
-2,277 Reduced 12.53%
15,899 $1.04 Million
Q2 2022

Jul 27, 2022
SELL
$64.87 - $76.96 $33,213 - $39,403
-512 Reduced 2.74%
18,176 $1.28 Million
Q1 2022

May 10, 2022
SELL
$65.03 - $74.54 $199,707 - $228,912
-3,071 Reduced 14.11%
18,688 $1.39 Million
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $63,113 - $70,721
-988 Reduced 4.34%
21,759 $1.56 Million
Q3 2021

Oct 29, 2021
BUY
$63.56 - $70.07 $10,106 - $11,141
159 Added 0.7%
22,747 $1.45 Million
Q2 2021

Jul 29, 2021
SELL
$63.23 - $67.72 $80,428 - $86,139
-1,272 Reduced 5.33%
22,588 $1.43 Million
Q1 2021

Apr 19, 2021
BUY
$58.36 - $64.15 $195,155 - $214,517
3,344 Added 16.3%
23,860 $1.53 Million
Q4 2020

Feb 04, 2021
BUY
$59.98 - $66.76 $186,777 - $207,890
3,114 Added 17.89%
20,516 $1.29 Million
Q3 2020

Nov 10, 2020
BUY
$56.7 - $61.49 $385,503 - $418,070
6,799 Added 64.12%
17,402 $1.03 Million
Q2 2020

Jul 20, 2020
BUY
$51.79 - $62.83 $549,129 - $666,186
10,603 New
10,603 $598,000
Q1 2019

Apr 26, 2019
SELL
N/A
-18,678 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
100 Added 0.54%
18,678 $988,000
Q3 2018

Oct 19, 2018
BUY
N/A
54 Added 0.29%
18,578 $978,000
Q2 2018

Aug 10, 2018
SELL
N/A
-2,816 Reduced 13.2%
18,524 $962,000
Q1 2018

May 09, 2018
SELL
N/A
-4,771 Reduced 18.27%
21,340 $1.08 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-111 Reduced 0.42%
26,111 $1.38 Million
Q3 2017

Oct 31, 2017
BUY
N/A
26,222
26,222 $1.39 Million

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
158M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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