Certified Advisory Corp Utilities Sector Spdr Transaction History

Certified Advisory Corp

  • $1.03 Billion
  • Q3 2025

A detailed history of Certified Advisory Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Certified Advisory Corp holds 22,232 shares of XLU stock, worth $1.97 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,232
Previous 20,407 8.94%
Holding current value
$1.97 Million
Previous $1.67 Million 16.33%
% of portfolio
0.19%
Previous 0.18%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$81.14 - $87.32 $148,080 - $159,359
1,825 Added 8.94%
22,232 $1.94 Million
Q2 2025

Aug 14, 2025
BUY
$73.09 - $82.77 $258,884 - $293,171
3,542 Added 21.0%
20,407 $1.67 Million
Q1 2025

May 08, 2025
SELL
$74.7 - $80.27 $3,660 - $3,933
-49 Reduced 0.29%
16,865 $1.33 Million
Q4 2024

Jan 14, 2025
BUY
$74.89 - $82.93 $24,039 - $26,620
321 Added 1.93%
16,914 $1.28 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $201,724 - $240,805
2,981 Added 21.9%
16,593 $1.34 Million
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $105,704 - $122,713
1,684 Added 14.12%
13,612 $927,000
Q1 2024

May 10, 2024
SELL
$59.95 - $65.65 $253,348 - $277,436
-4,226 Reduced 26.16%
11,928 $783,000
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $907,693 - $1.07 Million
16,154 New
16,154 $1.02 Million
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $20,957 - $23,714
329 Added 1.66%
20,111 $1.36 Million
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $44,663 - $52,758
-726 Reduced 3.54%
19,782 $1.39 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $444,223 - $529,731
6,781 Added 49.4%
20,508 $1.34 Million
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $47,614 - $56,488
734 Added 5.65%
13,727 $963,000
Q1 2022

May 13, 2022
SELL
$65.03 - $74.54 $22,370 - $25,641
-344 Reduced 2.58%
12,993 $967,000
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $16,481 - $18,467
258 Added 1.97%
13,337 $955,000
Q3 2021

Nov 15, 2021
SELL
$63.56 - $70.07 $66,547 - $73,363
-1,047 Reduced 7.41%
13,079 $835,000
Q2 2021

Aug 16, 2021
SELL
$63.23 - $67.72 $32,563 - $34,875
-515 Reduced 3.52%
14,126 $893,000
Q1 2021

May 10, 2021
SELL
$58.36 - $64.15 $187,335 - $205,921
-3,210 Reduced 17.98%
14,641 $938,000
Q2 2020

Jul 27, 2020
SELL
$51.79 - $62.83 $74,525 - $90,412
-1,439 Reduced 7.46%
17,851 $1.01 Million
Q1 2020

Apr 27, 2020
BUY
$44.93 - $70.98 $359 - $567
8 Added 0.04%
19,290 $1.07 Million
Q4 2019

Jan 29, 2020
SELL
$61.37 - $64.82 $55,233 - $58,337
-900 Reduced 4.46%
19,282 $1.25 Million
Q3 2019

Nov 12, 2019
SELL
$62.5 - $64.93 $3,687 - $3,830
-59 Reduced 0.29%
20,182 $1.31 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-448 Reduced 2.17%
20,241 $1.21 Million
Q1 2019

May 07, 2019
SELL
N/A
-1,366 Reduced 6.19%
20,689 $1.2 Million
Q4 2018

Feb 04, 2019
BUY
N/A
2,543 Added 13.03%
22,055 $1.17 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-803 Reduced 3.95%
19,512 $1.03 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-993 Reduced 4.66%
20,315 $1.06 Million
Q1 2018

Apr 30, 2018
BUY
N/A
2,360 Added 12.46%
21,308 $1.08 Million
Q4 2017

Feb 22, 2018
BUY
N/A
18,948
18,948 $998,000

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
155M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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