Jnba Financial Advisors Utilities Sector Spdr Transaction History

Jnba Financial Advisors

$1.09 Billion
Q3 2025

A detailed history of Jnba Financial Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jnba Financial Advisors holds 232 shares of XLU stock, worth $20,592. This represents 0.0% of its overall portfolio holdings.

Number of Shares

232

Previous 245 5.31%

Holding current value

$20,592

Previous $20,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$81.14 - $87.32 $1,054 - $1,135	-13 Reduced 5.31%	232 $20,000
Q1 2025 Apr 25, 2025	SELL	$74.7 - $80.27 $10,308 - $11,077	-138 Reduced 36.03%	245 $19,000
Q3 2024 Oct 30, 2024	SELL	$67.67 - $80.78 $4,466 - $5,331	-66 Reduced 14.7%	383 $30,000
Q3 2023 Nov 02, 2023	SELL	$58.83 - $68.46 $2,529 - $2,943	-43 Reduced 8.74%	449 $26,000
Q3 2022 Nov 07, 2022	BUY	$65.51 - $78.12 $21,749 - $25,935	332 Added 207.5%	492 $32,000

Q4 2021 Feb 03, 2022	SELL	$63.88 - $71.58 $4,599 - $5,153	-72 Reduced 31.03%	160 $11,000
Q2 2021 Aug 04, 2021	BUY	$63.23 - $67.72 $10,496 - $11,241	166 Added 251.52%	232 $15,000
Q4 2020 Jan 25, 2021	BUY	$59.98 - $66.76 $3,958 - $4,406	66 New	66 $4,000

Others Institutions Holding XLU

# of Institutions

1,672

Shares Held

162M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Utilities Sector Spdr Transaction History