Guardian Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 57 shares of XLU stock, worth $4,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 120 52.5%

Holding current value

$4,444

Previous $9,000 55.56%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.89 - $82.93 $4,718 - $5,224	-63 Reduced 52.5%	57 $4,000
Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $24,605 - $28,565	-392 Reduced 76.56%	120 $8,000
Q1 2024 May 15, 2024	SELL	$59.95 - $65.65 $33,871 - $37,092	-565 Reduced 52.46%	512 $33,000
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $6,630 - $7,783	-118 Reduced 9.87%	1,077 $68,000
Q3 2023 Nov 14, 2023	BUY	$58.83 - $68.46 $235 - $273	4 Added 0.34%	1,195 $70,000
Q2 2023 Aug 14, 2023	SELL	$64.34 - $69.97 $450 - $489	-7 Reduced 0.58%	1,191 $77,000
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $1,401 - $1,585	22 Added 1.87%	1,198 $81,000
Q4 2022 Feb 14, 2023	SELL	$61.52 - $72.67 $10,766 - $12,717	-175 Reduced 12.95%	1,176 $82,000
Q3 2022 Nov 14, 2022	SELL	$65.51 - $78.12 $1,899 - $2,265	-29 Reduced 2.1%	1,351 $89,000
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $2,010 - $2,385	31 Added 2.3%	1,380 $97,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $1,105 - $1,267	17 Added 1.28%	1,349 $100,000
Q4 2021 May 16, 2022	BUY	$63.88 - $71.58 $85,088 - $95,344	1,332 New	1,332 $95,000

Others Institutions Holding XLU

# of Institutions

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Guardian Wealth Advisors, LLC Utilities Sector Spdr Transaction History