Kovack Advisors, Inc. Utilities Sector Spdr Transaction History

Kovack Advisors, Inc.

  • $985 Million
  • Q4 2024

A detailed history of Kovack Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kovack Advisors, Inc. holds 16,559 shares of XLU stock, worth $1.29 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,559
Previous 8,939 85.24%
Holding current value
$1.29 Million
Previous $722,000 73.55%
% of portfolio
0.13%
Previous 0.08%

Shares

44 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$74.89 - $82.93 $570,661 - $631,926
7,620 Added 85.24%
16,559 $1.25 Million
Q3 2024

Nov 05, 2024
BUY
$67.67 - $80.78 $47,504 - $56,707
702 Added 8.52%
8,939 $722,000
Q2 2024

Aug 02, 2024
BUY
$62.77 - $72.87 $517,036 - $600,230
8,237 New
8,237 $561,000
Q4 2023

Feb 02, 2024
BUY
$56.19 - $65.96 $22,026 - $25,856
392 Added 4.18%
9,776 $619,000
Q3 2023

Oct 19, 2023
SELL
$58.83 - $68.46 $48,064 - $55,931
-817 Reduced 8.01%
9,384 $552,000
Q2 2023

Jul 21, 2023
SELL
$64.34 - $69.97 $1.08 Million - $1.18 Million
-16,817 Reduced 62.24%
10,201 $667,000
Q1 2023

Apr 20, 2023
BUY
$63.7 - $72.08 $55,036 - $62,277
864 Added 3.3%
27,018 $1.83 Million
Q4 2022

Feb 22, 2023
BUY
$61.52 - $72.67 $32,913 - $38,878
535 Added 2.09%
26,154 $1.84 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $1.08 Million - $1.29 Million
16,529 Added 181.84%
25,619 $1.68 Million
Q2 2022

Aug 10, 2022
BUY
$64.87 - $76.96 $7,654 - $9,081
118 Added 1.32%
9,090 $637,000
Q1 2022

May 16, 2022
SELL
$65.03 - $74.54 $91,432 - $104,803
-1,406 Reduced 13.55%
8,972 $668,000
Q4 2021

Jan 18, 2022
SELL
$63.88 - $71.58 $89,432 - $100,212
-1,400 Reduced 11.89%
10,378 $743,000
Q3 2021

Nov 03, 2021
BUY
$63.56 - $70.07 $158,010 - $174,194
2,486 Added 26.75%
11,778 $752,000
Q2 2021

Jul 29, 2021
SELL
$63.23 - $67.72 $105,404 - $112,889
-1,667 Reduced 15.21%
9,292 $588,000
Q1 2021

May 04, 2021
SELL
$58.36 - $64.15 $125,707 - $138,179
-2,154 Reduced 16.43%
10,959 $702,000
Q4 2020

Jan 14, 2021
SELL
$59.98 - $66.76 $1.77 Million - $1.97 Million
-29,576 Reduced 69.28%
13,113 $822,000
Q3 2020

Nov 02, 2020
SELL
$56.7 - $61.49 $880,267 - $954,632
-15,525 Reduced 26.67%
42,689 $2.54 Million
Q2 2020

Jul 31, 2020
BUY
$51.79 - $62.83 $2.38 Million - $2.89 Million
46,022 Added 377.48%
58,214 $3.29 Million
Q1 2020

Apr 30, 2020
BUY
$44.93 - $70.98 $94,397 - $149,128
2,101 Added 20.82%
12,192 $676,000
Q4 2019

Jan 29, 2020
SELL
$61.37 - $64.82 $766,143 - $809,212
-12,484 Reduced 55.3%
10,091 $652,000
Q3 2019

Oct 31, 2019
BUY
$62.5 - $64.93 $764,312 - $794,028
12,229 Added 118.2%
22,575 $1.46 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-10,787 Reduced 51.04%
10,346 $617,000
Q1 2019

May 03, 2019
BUY
N/A
36 Added 0.17%
21,133 $1.23 Million
Q4 2018

Feb 06, 2019
BUY
N/A
12,123 Added 135.09%
21,097 $1.12 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-529 Reduced 5.57%
8,974 $472,000
Q2 2018

Aug 01, 2018
SELL
N/A
-196 Reduced 2.02%
9,503 $494,000
Q1 2018

May 15, 2018
SELL
N/A
-2,574 Reduced 20.97%
9,699 $490,000
Q4 2017

May 15, 2018
BUY
N/A
12,273 New
12,273 $647,000
Q4 2017

Feb 01, 2018
SELL
N/A
-9,618 Closed
0 $0
Q3 2017

Aug 02, 2018
SELL
N/A
-1,545 Reduced 13.84%
9,618 $510,000
Q2 2017

Aug 30, 2018
BUY
N/A
2,309 Added 26.08%
11,163 $580,000
Q1 2017

Sep 05, 2018
SELL
N/A
-2,788 Reduced 23.95%
8,854 $454,000
Q4 2016

Sep 10, 2018
SELL
N/A
-4,399 Reduced 27.42%
11,642 $565,000
Q3 2016

Sep 25, 2018
BUY
N/A
4,901 Added 43.99%
16,041 $786,000
Q2 2016

Oct 01, 2018
SELL
N/A
-782 Reduced 6.56%
11,140 $584,000
Q1 2016

Oct 12, 2018
BUY
N/A
1,735 Added 17.03%
11,922 $592,000
Q4 2015

Oct 18, 2018
BUY
N/A
1,973 Added 24.02%
10,187 $441,000
Q3 2015

Oct 29, 2018
SELL
N/A
-945 Reduced 10.32%
8,214 $356,000
Q2 2015

Nov 06, 2018
SELL
N/A
-1,126 Reduced 10.95%
9,159 $380,000
Q1 2015

Nov 13, 2018
BUY
N/A
10,285 New
10,285 $457,000
Q4 2013

Mar 15, 2019
SELL
N/A
-8,812 Closed
0 $0
Q3 2013

Apr 09, 2019
BUY
N/A
94 Added 1.08%
8,812 $329,000
Q2 2013

May 07, 2019
BUY
N/A
3,347 Added 62.32%
8,718 $328,000
Q1 2013

May 20, 2019
BUY
N/A
5,371
5,371 $210,000

Others Institutions Holding XLU

# of Institutions
1,554
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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

Track Kovack Advisors, Inc. Portfolio

Follow Kovack Advisors, Inc. 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 Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email