Gladstone Institutional Advisory LLC Utilities Sector Spdr Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 128,930 shares of XLU stock, worth $11.4 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
128,930
Previous 49,628 159.79%
Holding current value
$11.4 Million
Previous $3.91 Million 187.32%
% of portfolio
0.45%
Previous 0.19%

Shares

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

Oct 22, 2025
BUY
$81.14 - $87.32 $6.43 Million - $6.92 Million
79,302 Added 159.79%
128,930 $11.2 Million
Q1 2025

May 15, 2025
SELL
$74.7 - $80.27 $879,966 - $945,580
-11,780 Reduced 19.18%
49,628 $3.91 Million
Q4 2024

Jan 29, 2025
SELL
$74.89 - $82.93 $1.18 Million - $1.3 Million
-15,731 Reduced 20.39%
61,408 $4.65 Million
Q3 2024

Oct 28, 2024
SELL
$67.67 - $80.78 $3.04 Million - $3.63 Million
-44,878 Reduced 36.78%
77,139 $6.23 Million
Q2 2024

Aug 02, 2024
BUY
$62.77 - $72.87 $2.96 Million - $3.44 Million
47,234 Added 63.16%
122,017 $8.31 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $2.04 Million - $2.23 Million
34,039 Added 83.54%
74,783 $4.91 Million
Q4 2023

Feb 09, 2024
SELL
$56.19 - $65.96 $1.58 Million - $1.85 Million
-28,088 Reduced 40.81%
40,744 $2.58 Million
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $4.39 Million - $5.1 Million
-74,542 Reduced 51.99%
68,832 $4.06 Million
Q2 2023

Aug 10, 2023
SELL
$64.34 - $69.97 $59,321 - $64,512
-922 Reduced 0.64%
143,374 $9.38 Million
Q1 2023

May 12, 2023
SELL
$63.7 - $72.08 $2.93 Million - $3.32 Million
-46,015 Reduced 24.18%
144,296 $9.77 Million
Q4 2022

Feb 01, 2023
BUY
$61.52 - $72.67 $381,916 - $451,135
6,208 Added 3.37%
190,311 $13.4 Million
Q3 2022

Jan 27, 2023
BUY
$65.51 - $78.12 $9.68 Million - $11.5 Million
147,776 Added 406.79%
184,103 $12.1 Million
Q3 2022

Oct 20, 2022
BUY
$65.51 - $78.12 $9.68 Million - $11.5 Million
147,776 Added 406.79%
184,103 $12.1 Million
Q2 2022

Jan 27, 2023
BUY
$64.87 - $76.96 $1.58 Million - $1.88 Million
24,426 Added 205.24%
36,327 $2.55 Million
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $1.58 Million - $1.88 Million
24,426 Added 205.24%
36,327 $2.55 Million
Q1 2022

Jan 27, 2023
BUY
$65.03 - $74.54 $180,458 - $206,848
2,775 Added 30.41%
11,901 $886,000
Q1 2022

May 04, 2022
BUY
$65.03 - $74.54 $180,458 - $206,848
2,775 Added 30.41%
11,901 $886,000
Q4 2021

Jan 27, 2023
BUY
$63.88 - $71.58 $85,471 - $95,774
1,338 Added 17.18%
9,126 $653,000
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $85,471 - $95,774
1,338 Added 17.18%
9,126 $653,000
Q3 2021

Jan 27, 2023
BUY
$63.56 - $70.07 $240,129 - $264,724
3,778 Added 94.21%
7,788 $498,000
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $240,129 - $264,724
3,778 Added 94.21%
7,788 $498,000
Q2 2021

Jan 27, 2023
SELL
$63.23 - $67.72 $1.11 Million - $1.19 Million
-17,564 Reduced 81.41%
4,010 $254,000
Q2 2021

Aug 13, 2021
SELL
$63.23 - $67.72 $1.11 Million - $1.19 Million
-17,564 Reduced 81.41%
4,010 $254,000
Q1 2021

Jan 27, 2023
BUY
$58.36 - $64.15 $27,837 - $30,599
477 Added 2.26%
21,574 $1.38 Million
Q1 2021

May 17, 2021
BUY
$58.36 - $64.15 $27,837 - $30,599
477 Added 2.26%
21,574 $1.38 Million
Q4 2020

Jan 27, 2023
BUY
$59.98 - $66.76 $69,276 - $77,107
1,155 Added 5.79%
21,097 $1.32 Million
Q4 2020

Feb 16, 2021
BUY
$59.98 - $66.76 $69,276 - $77,107
1,155 Added 5.79%
21,097 $1.32 Million
Q3 2020

Jan 27, 2023
SELL
$56.7 - $61.49 $9.31 Million - $10.1 Million
-164,161 Reduced 89.17%
19,942 $1.18 Million
Q3 2020

Nov 16, 2020
BUY
$56.7 - $61.49 $1.13 Million - $1.23 Million
19,942 New
19,942 $1.18 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-6,111 Closed
0 $0
Q1 2019

May 10, 2019
SELL
N/A
-199 Reduced 3.15%
6,111 $356,000
Q4 2018

Feb 13, 2019
BUY
N/A
6,310 New
6,310 $334,000

Others Institutions Holding XLU

# of Institutions
1,666
Shares Held
155M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
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More about XLU
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