Hbw Advisory Services LLC Utilities Sector Spdr Transaction History

Hbw Advisory Services LLC

$821 Million
Q4 2025

A detailed history of Hbw Advisory Services LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hbw Advisory Services LLC holds 24,339 shares of XLU stock, worth $2.16 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

24,339

Previous 11,943 103.79%

Holding current value

$2.16 Million

Previous $1.04 Million 107.49%

% of portfolio

0.26%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$87.89 - $92.9 $1.09 Million - $1.15 Million	12,396 Added 103.79%	24,339 $2.16 Million
Q3 2025 Oct 16, 2025	BUY	$81.14 - $87.32 $89,903 - $96,750	1,108 Added 10.23%	11,943 $1.04 Million
Q2 2025 Jul 02, 2025	BUY	$73.09 - $82.77 $121,621 - $137,729	1,664 Added 18.14%	10,835 $884,000
Q1 2025 Apr 09, 2025	SELL	$74.7 - $80.27 $4,257 - $4,575	-57 Reduced 0.62%	9,171 $715,000
Q4 2024 Jan 10, 2025	BUY	$74.89 - $82.93 $20,594 - $22,805	275 Added 3.07%	9,228 $698,000

Q3 2024 Oct 04, 2024	BUY	$67.67 - $80.78 $151,513 - $180,866	2,239 Added 33.35%	8,953 $723,000
Q2 2024 Jul 05, 2024	BUY	$62.77 - $72.87 $103,005 - $119,579	1,641 Added 32.35%	6,714 $457,000
Q4 2023 Jan 16, 2024	BUY	$56.19 - $65.96 $6,855 - $8,047	122 Added 2.46%	5,073 $321,000
Q3 2023 Oct 11, 2023	BUY	$58.83 - $68.46 $83,185 - $96,802	1,414 Added 39.98%	4,951 $292,000
Q2 2023 Jul 05, 2023	BUY	$64.34 - $69.97 $2,380 - $2,588	37 Added 1.06%	3,537 $231,000
Q1 2023 Apr 07, 2023	SELL	$63.7 - $72.08 $357,038 - $404,008	-5,605 Reduced 61.56%	3,500 $237,000
Q3 2022 Oct 05, 2022	SELL	$65.51 - $78.12 $3.12 Million - $3.72 Million	-47,581 Reduced 83.94%	9,105 $596,000
Q2 2022 Jul 13, 2022	BUY	$64.87 - $76.96 $3.43 Million - $4.07 Million	52,827 Added 1368.93%	56,686 $3.98 Million
Q1 2022 Apr 18, 2022	BUY	$65.03 - $74.54 $4,552 - $5,217	70 Added 1.85%	3,859 $287,000
Q4 2021 Jan 11, 2022	SELL	$63.88 - $71.58 $16,608 - $18,610	-260 Reduced 6.42%	3,789 $271,000
Q3 2021 Oct 08, 2021	BUY	$63.56 - $70.07 $257,354 - $283,713	4,049 New	4,049 $259,000
Q2 2021 Jul 15, 2021	SELL	$63.23 - $67.72 $208,911 - $223,746	-3,304 Closed	0 $0
Q1 2021 Apr 13, 2021	SELL	$58.36 - $64.15 $1,342 - $1,475	-23 Reduced 0.69%	3,304 $212,000
Q4 2020 Jan 12, 2021	SELL	$59.98 - $66.76 $9,716 - $10,815	-162 Reduced 4.64%	3,327 $209,000
Q3 2020 Oct 14, 2020	SELL	$56.7 - $61.49 $97,240 - $105,455	-1,715 Reduced 32.96%	3,489 $207,000
Q2 2020 Jul 08, 2020	BUY	$51.79 - $62.83 $269,515 - $326,967	5,204 New	5,204 $294,000
Q1 2020 Apr 30, 2020	SELL	$44.93 - $70.98 $304,355 - $480,818	-6,774 Closed	0 $0
Q4 2019 Jan 16, 2020	SELL	$61.37 - $64.82 $531,280 - $561,146	-8,657 Reduced 56.1%	6,774 $433,000
Q3 2019 Oct 11, 2019	BUY	$62.5 - $64.93 $964,437 - $1 Million	15,431 New	15,431 $0

Others Institutions Holding XLU

# of Institutions

1,694

Shares Held

188M

Call Options Held

15.5M

Put Options Held

34.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Hbw Advisory Services LLC Utilities Sector Spdr Transaction History