Level Four Advisory Services, LLC Utilities Sector Spdr Transaction History

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025

A detailed history of Level Four Advisory Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 66,909 shares of XLU stock, worth $5.94 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
66,909
Previous 63,344 5.63%
Holding current value
$5.94 Million
Previous $5.17 Million 12.82%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Nov 12, 2025
BUY
$81.14 - $87.32 $289,264 - $311,295
3,565 Added 5.63%
66,909 $5.84 Million
Q2 2025

Aug 13, 2025
BUY
$73.09 - $82.77 $2.17 Million - $2.45 Million
29,645 Added 87.97%
63,344 $5.17 Million
Q1 2025

May 14, 2025
BUY
$74.7 - $80.27 $2.03 Million - $2.19 Million
27,232 Added 421.09%
33,699 $2.66 Million
Q4 2024

Feb 12, 2025
SELL
$74.89 - $82.93 $379,842 - $420,620
-5,072 Reduced 43.96%
6,467 $489,000
Q3 2024

Nov 14, 2024
SELL
$67.67 - $80.78 $182,912 - $218,348
-2,703 Reduced 18.98%
11,539 $932,000
Q2 2024

Aug 09, 2024
BUY
$62.77 - $72.87 $476,926 - $553,666
7,598 Added 114.36%
14,242 $970,000
Q4 2023

Feb 08, 2024
BUY
$56.19 - $65.96 $55,347 - $64,970
985 Added 17.41%
6,644 $420,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $39,298 - $45,731
-668 Reduced 10.56%
5,659 $333,000
Q2 2023

Jul 10, 2023
SELL
$64.34 - $69.97 $186,135 - $202,423
-2,893 Reduced 31.38%
6,327 $414,000
Q1 2023

Jun 05, 2023
BUY
$63.7 - $72.08 $240,722 - $272,390
3,779 Added 69.45%
9,220 $624,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $334,730 - $395,397
5,441 New
5,441 $383,000
Q1 2022

May 10, 2022
SELL
$65.03 - $74.54 $187,286 - $214,675
-2,880 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $183,974 - $206,150
2,880 New
2,880 $206,000
Q3 2021

Oct 12, 2021
SELL
$63.56 - $70.07 $1.35 Million - $1.49 Million
-21,235 Closed
0 $0
Q2 2021

Aug 09, 2021
SELL
$63.23 - $67.72 $1.09 Million - $1.16 Million
-17,201 Reduced 44.75%
21,235 $1.34 Million
Q1 2021

May 10, 2021
BUY
$58.36 - $64.15 $338,838 - $372,454
5,806 Added 17.79%
38,436 $2.46 Million
Q4 2020

Feb 10, 2021
BUY
$59.98 - $66.76 $768,403 - $855,262
12,811 Added 64.64%
32,630 $2.05 Million
Q3 2020

Nov 02, 2020
BUY
$56.7 - $61.49 $514,552 - $558,021
9,075 Added 84.47%
19,819 $1.18 Million
Q2 2020

Aug 17, 2020
BUY
$51.79 - $62.83 $556,431 - $675,045
10,744 New
10,744 $604,000
Q2 2020

Jul 27, 2020
SELL
$51.79 - $62.83 $595,067 - $721,916
-11,490 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$44.93 - $70.98 $65,552 - $103,559
1,459 Added 14.54%
11,490 $638,000
Q4 2019

Feb 13, 2020
SELL
$61.37 - $64.82 $151,768 - $160,299
-2,473 Reduced 19.78%
10,031 $649,000
Q3 2019

Nov 12, 2019
SELL
$62.5 - $64.93 $58,750 - $61,034
-940 Reduced 6.99%
12,504 $810,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,609 Added 13.6%
13,444 $802,000
Q1 2019

May 15, 2019
BUY
N/A
63 Added 0.54%
11,835 $688,000
Q4 2018

Feb 08, 2019
SELL
N/A
-181 Reduced 1.51%
11,772 $623,000
Q3 2018

Nov 14, 2018
SELL
N/A
-126,074 Reduced 91.34%
11,953 $629,000
Q2 2018

Aug 14, 2018
BUY
N/A
5,108 Added 3.84%
138,027 $7.17 Million
Q1 2018

May 14, 2018
BUY
N/A
5,001 Added 3.91%
132,919 $6.72 Million
Q4 2017

Feb 13, 2018
BUY
N/A
3,899 Added 3.14%
127,918 $6.74 Million
Q3 2017

Apr 03, 2018
SELL
N/A
-2,052 Reduced 1.63%
124,019 $6.58 Million
Q3 2017

Nov 15, 2017
SELL
N/A
-2,626 Reduced 2.04%
126,071 $6.75 Million
Q1 2017

Sep 20, 2017
BUY
N/A
128,697
128,697 $6.66 Million

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
155M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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