Mkt Advisors LLC Utilities Sector Spdr Transaction History

Mkt Advisors LLC

$226 Million
Q1 2025

A detailed history of Mkt Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mkt Advisors LLC holds 3,343 shares of XLU stock, worth $260,687. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,343

Previous 3,226 3.63%

Holding current value

$260,687

Previous $244,000 6.56%

% of portfolio

0.12%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$74.7 - $80.27 $8,739 - $9,391	117 Added 3.63%	3,343 $260,000
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $8,911 - $9,868	119 Added 3.83%	3,226 $244,000
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.65 $17,805 - $19,498	-297 Reduced 8.73%	3,107 $203,000
Q4 2023 Jan 12, 2024	BUY	$56.19 - $65.96 $191,270 - $224,527	3,404 New	3,404 $215,000
Q2 2023 Aug 01, 2023	SELL	$64.34 - $69.97 $5,468 - $5,947	-85 Reduced 2.3%	3,604 $235,000
Q1 2023 Apr 10, 2023	SELL	$63.7 - $72.08 $23,059 - $26,092	-362 Reduced 8.94%	3,689 $249,000
Q4 2022 Jan 19, 2023	SELL	$61.52 - $72.67 $6,521 - $7,703	-106 Reduced 2.55%	4,051 $0
Q3 2022 Oct 20, 2022	SELL	$65.51 - $78.12 $92,434 - $110,227	-1,411 Reduced 25.34%	4,157 $272,000
Q2 2022 Aug 09, 2022	BUY	$64.87 - $76.96 $22,574 - $26,782	348 Added 6.67%	5,568 $0
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $21,980 - $25,194	338 Added 6.92%	5,220 $374,000
Q4 2021 Feb 11, 2022	BUY	$63.88 - $71.58 $311,862 - $349,453	4,882 New	4,882 $325,000

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

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 Mkt Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mkt Advisors LLC with notifications on news.

Account