Ever Source Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,247 shares of XLU stock, worth $199,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,247

Previous 2,228 0.85%

Holding current value

$199,443

Previous $181,000 7.73%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$81.14 - $87.32 $1,541 - $1,659	19 Added 0.85%	2,247 $195,000
Q2 2025 Aug 13, 2025	SELL	$73.09 - $82.77 $27,993 - $31,700	-383 Reduced 14.67%	2,228 $181,000
Q1 2025 May 13, 2025	BUY	$74.7 - $80.27 $118,026 - $126,826	1,580 Added 153.25%	2,611 $205,000
Q4 2024 Feb 07, 2025	BUY	$74.89 - $82.93 $39,467 - $43,704	527 Added 104.56%	1,031 $78,000
Q2 2024 Aug 13, 2024	SELL	$62.77 - $72.87 $1,632 - $1,894	-26 Reduced 4.91%	504 $34,000

Q1 2024 Jun 11, 2024	BUY	$59.95 - $65.65 $19,783 - $21,664	330 Added 165.0%	530 $34,000
Q4 2023 Feb 09, 2024	SELL	$56.19 - $65.96 $98,276 - $115,364	-1,749 Reduced 89.74%	200 $12,000
Q3 2023 Nov 03, 2023	SELL	$58.83 - $68.46 $58 - $68	-1 Reduced 0.05%	1,949 $114,000
Q2 2023 Aug 04, 2023	SELL	$64.34 - $69.97 $28,116 - $30,576	-437 Reduced 18.31%	1,950 $127,000
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $138,866 - $157,134	2,180 Added 1053.14%	2,387 $161,000
Q4 2022 Feb 09, 2023	BUY	$61.52 - $72.67 $12,734 - $15,042	207 New	207 $14,000
Q2 2022 Aug 01, 2022	SELL	$64.87 - $76.96 $8,433 - $10,004	-130 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$65.03 - $74.54 $2,471 - $2,832	-38 Reduced 22.62%	130 $10,000
Q4 2021 Feb 07, 2022	BUY	$63.88 - $71.58 $10,731 - $12,025	168 New	168 $12,000

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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Ever Source Wealth Advisors, LLC Utilities Sector Spdr Transaction History