Colonial Trust Advisors Utilities Sector Spdr Transaction History

Colonial Trust Advisors

$1.28 Billion
Q3 2025

A detailed history of Colonial Trust Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colonial Trust Advisors holds 865 shares of XLU stock, worth $76,777. This represents 0.01% of its overall portfolio holdings.

Number of Shares

865

Previous 1,150 24.78%

Holding current value

$76,777

Previous $93,000 19.35%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$81.14 - $87.32 $23,124 - $24,886	-285 Reduced 24.78%	865 $75,000
Q2 2025 Aug 13, 2025	BUY	$73.09 - $82.77 $9,209 - $10,429	126 Added 12.3%	1,150 $93,000
Q1 2025 May 13, 2025	SELL	$74.7 - $80.27 $3,660 - $3,933	-49 Reduced 4.57%	1,024 $80,000
Q4 2024 Feb 13, 2025	SELL	$74.89 - $82.93 $21,193 - $23,469	-283 Reduced 20.87%	1,073 $81,000
Q3 2024 Nov 12, 2024	SELL	$67.67 - $80.78 $30,722 - $36,674	-454 Reduced 25.08%	1,356 $109,000

Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $6,779 - $7,869	-108 Reduced 5.63%	1,810 $123,000
Q1 2024 May 13, 2024	BUY	$59.95 - $65.65 $4,915 - $5,383	82 Added 4.47%	1,918 $125,000
Q4 2023 Feb 14, 2024	BUY	$56.19 - $65.96 $10,788 - $12,664	192 Added 11.68%	1,836 $116,000
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $10,883 - $12,665	185 Added 12.68%	1,644 $96,000
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $89,757 - $106,025	1,459 New	1,459 $102,000

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

Ticker XLU
Sector ETFs
Industry ETFs

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Colonial Trust Advisors Utilities Sector Spdr Transaction History