Foundations Investment Advisors, LLC Utilities Sector Spdr Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 45,247 shares of XLU stock, worth $3.46 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
45,247
Previous 43,927 3.0%
Holding current value
$3.46 Million
Previous $2.99 Million 22.12%
% of portfolio
0.08%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$67.67 - $80.78 $89,324 - $106,629
1,320 Added 3.0%
45,247 $3.66 Million
Q2 2024

Aug 02, 2024
BUY
$62.77 - $72.87 $883,362 - $1.03 Million
14,073 Added 47.14%
43,927 $2.99 Million
Q1 2024

May 13, 2024
SELL
$59.95 - $65.65 $37,348 - $40,899
-623 Reduced 2.04%
29,854 $1.96 Million
Q4 2023

Feb 08, 2024
BUY
$56.19 - $65.96 $1.45 Million - $1.7 Million
25,832 Added 556.12%
30,477 $1.93 Million
Q3 2023

Oct 05, 2023
SELL
$58.83 - $68.46 $776,497 - $903,603
-13,199 Reduced 73.97%
4,645 $273,000
Q2 2023

Jul 19, 2023
SELL
$64.34 - $69.97 $3.13 Million - $3.4 Million
-48,594 Reduced 73.14%
17,844 $1.17 Million
Q1 2023

Apr 25, 2023
SELL
$63.7 - $72.08 $1.69 Million - $1.91 Million
-26,549 Reduced 28.55%
66,438 $4.5 Million
Q4 2022

Jan 11, 2023
BUY
$61.52 - $72.67 $857,035 - $1.01 Million
13,931 Added 17.62%
92,987 $0
Q3 2022

Oct 19, 2022
BUY
$65.51 - $78.12 $962,341 - $1.15 Million
14,690 Added 22.82%
79,056 $5.18 Million
Q2 2022

Jul 08, 2022
BUY
$64.87 - $76.96 $3.01 Million - $3.57 Million
46,345 Added 257.17%
64,366 $4.51 Million
Q1 2022

Apr 19, 2022
SELL
$65.03 - $74.54 $21,915 - $25,119
-337 Reduced 1.84%
18,021 $1.37 Million
Q4 2021

Jan 21, 2022
SELL
$63.88 - $71.58 $98,311 - $110,161
-1,539 Reduced 7.73%
18,358 $1.28 Million
Q3 2021

Oct 13, 2021
BUY
$63.56 - $70.07 $756,173 - $833,622
11,897 Added 148.71%
19,897 $1.29 Million
Q2 2021

Jul 14, 2021
SELL
$63.23 - $67.72 $45,209 - $48,419
-715 Reduced 8.2%
8,000 $517,000
Q1 2021

Apr 09, 2021
BUY
$58.36 - $64.15 $66,121 - $72,681
1,133 Added 14.94%
8,715 $566,000
Q4 2020

Jan 13, 2021
BUY
$59.98 - $66.76 $454,768 - $506,174
7,582 New
7,582 $473,000
Q1 2020

Apr 06, 2020
SELL
$44.93 - $70.98 $832,103 - $1.31 Million
-18,520 Closed
0 $0
Q4 2019

Jan 09, 2020
BUY
$61.37 - $64.82 $4,602 - $4,861
75 Added 0.41%
18,520 $1.19 Million
Q3 2019

Oct 07, 2019
BUY
$62.5 - $64.93 $284,812 - $295,886
4,557 Added 32.81%
18,445 $1.18 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-126,875 Reduced 90.13%
13,888 $843,000
Q1 2019

Apr 08, 2019
BUY
N/A
140,763 New
140,763 $8.19 Million

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email