Delos Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Delos Wealth Advisors, LLC

$116 Million
Q4 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 628 shares of XLU stock, worth $48,971. This represents 0.04% of its overall portfolio holdings.

Number of Shares

628

Previous 628 -0.0%

Holding current value

$48,971

Previous $50,000 6.0%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$63.7 - $72.08 $4,013 - $4,541	-63 Reduced 9.12%	628 $42,000
Q4 2022 Feb 14, 2023	SELL	$61.52 - $72.67 $1,599 - $1,889	-26 Reduced 3.63%	691 $48,000
Q3 2022 Nov 15, 2022	BUY	$65.51 - $78.12 $2,161 - $2,577	33 Added 4.82%	717 $47,000
Q2 2022 Aug 15, 2022	SELL	$64.87 - $76.96 $6,162 - $7,311	-95 Reduced 12.2%	684 $48,000
Q1 2022 May 16, 2022	SELL	$65.03 - $74.54 $89,221 - $102,268	-1,372 Reduced 63.78%	779 $58,000
Q3 2021 Nov 12, 2021	SELL	$63.56 - $70.07 $622,188 - $685,915	-9,789 Reduced 81.98%	2,151 $137,000
Q2 2021 Aug 13, 2021	BUY	$63.23 - $67.72 $754,966 - $808,576	11,940 New	11,940 $755,000

Others Institutions Holding XLU

# of Institutions

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.

Account

Delos Wealth Advisors, LLC Utilities Sector Spdr Transaction History