Dynamic Advisor Solutions LLC Utilities Sector Spdr Transaction History

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 84,862 shares of XLU stock, worth $7.53 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
84,862
Previous 79,463 6.79%
Holding current value
$7.53 Million
Previous $6.49 Million 14.06%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Oct 09, 2025
BUY
$81.14 - $87.32 $438,074 - $471,440
5,399 Added 6.79%
84,862 $7.4 Million
Q2 2025

Jul 09, 2025
BUY
$73.09 - $82.77 $397,536 - $450,186
5,439 Added 7.35%
79,463 $6.49 Million
Q1 2025

Apr 16, 2025
BUY
$74.7 - $80.27 $5.53 Million - $5.94 Million
74,024 New
74,024 $5.77 Million
Q3 2024

Oct 07, 2024
BUY
$67.67 - $80.78 $649,361 - $775,164
9,596 Added 9.03%
115,876 $9.36 Million
Q2 2024

Jul 15, 2024
BUY
$62.77 - $72.87 $305,564 - $354,731
4,868 Added 4.8%
106,280 $7.24 Million
Q1 2024

Apr 12, 2024
SELL
$59.95 - $65.65 $488,412 - $534,850
-8,147 Reduced 7.44%
101,412 $6.66 Million
Q4 2023

Jan 10, 2024
SELL
$56.19 - $65.96 $425,245 - $499,185
-7,568 Reduced 6.46%
109,559 $6.94 Million
Q3 2023

Oct 10, 2023
SELL
$58.83 - $68.46 $129,661 - $150,885
-2,204 Reduced 1.85%
117,127 $6.9 Million
Q2 2023

Aug 03, 2023
BUY
$64.34 - $69.97 $392,602 - $426,956
6,102 Added 5.39%
119,331 $7.81 Million
Q1 2023

Apr 10, 2023
BUY
$63.7 - $72.08 $265,183 - $300,069
4,163 Added 3.82%
113,229 $7.66 Million
Q4 2022

Jan 12, 2023
BUY
$61.52 - $72.67 $511,108 - $603,742
8,308 Added 8.25%
109,066 $7.69 Billion
Q3 2022

Oct 20, 2022
BUY
$65.51 - $78.12 $40,026 - $47,731
611 Added 0.61%
100,758 $6.6 Million
Q2 2022

Jul 27, 2022
BUY
$64.87 - $76.96 $942,042 - $1.12 Million
14,522 Added 16.96%
100,147 $7.02 Million
Q1 2022

Apr 11, 2022
SELL
$65.03 - $74.54 $1.81 Million - $2.07 Million
-27,809 Reduced 24.52%
85,625 $6.38 Million
Q4 2021

Jan 26, 2022
BUY
$63.88 - $71.58 $392,287 - $439,572
6,141 Added 5.72%
113,434 $8.12 Million
Q3 2021

Oct 28, 2021
BUY
$63.56 - $70.07 $6.25 Million - $6.9 Million
98,402 Added 1106.76%
107,293 $6.85 Million
Q2 2021

Aug 10, 2021
BUY
$63.23 - $67.72 $46,790 - $50,112
740 Added 9.08%
8,891 $562,000
Q1 2021

Apr 27, 2021
BUY
$58.36 - $64.15 $205,894 - $226,321
3,528 Added 76.31%
8,151 $522,000
Q4 2020

Feb 03, 2021
SELL
$59.98 - $66.76 $3.17 Million - $3.53 Million
-52,846 Reduced 91.96%
4,623 $290,000
Q3 2020

Oct 27, 2020
BUY
$56.7 - $61.49 $221,413 - $240,118
3,905 Added 7.29%
57,469 $3.41 Million
Q2 2020

Aug 05, 2020
BUY
$51.79 - $62.83 $131,235 - $159,211
2,534 Added 4.97%
53,564 $3.02 Million
Q1 2020

May 07, 2020
SELL
$44.93 - $70.98 $2.13 Million - $3.36 Million
-47,390 Reduced 48.15%
51,030 $2.83 Million
Q4 2019

Feb 04, 2020
SELL
$61.37 - $64.82 $835,307 - $882,265
-13,611 Reduced 12.15%
98,420 $6.36 Million
Q3 2019

Nov 13, 2019
BUY
$62.5 - $64.93 $25,812 - $26,816
413 Added 0.37%
112,031 $7.25 Million
Q2 2019

Aug 13, 2019
BUY
N/A
62,046 Added 125.16%
111,618 $6.66 Million
Q1 2019

Apr 10, 2019
BUY
N/A
49,572 New
49,572 $2.88 Million

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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email