Mutual Advisors, LLC Utilities Sector Spdr Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mutual Advisors, LLC holds 41,761 shares of XLU stock, worth $3.19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

41,761

Previous 61,089 31.64%

Holding current value

$3.19 Million

Previous $4.16 Million 18.96%

% of portfolio

0.1%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$67.67 - $80.78 $1.31 Million - $1.56 Million	-19,328 Reduced 31.64%	41,761 $3.37 Million
Q2 2024 Jul 30, 2024	BUY	$62.77 - $72.87 $1.86 Million - $2.16 Million	29,610 Added 94.06%	61,089 $4.16 Million
Q1 2024 May 02, 2024	SELL	$59.95 - $65.65 $2.33 Million - $2.55 Million	-38,785 Reduced 55.2%	31,479 $2.07 Million
Q4 2023 Jan 12, 2024	SELL	$56.19 - $65.96 $39,501 - $46,369	-703 Reduced 0.99%	70,264 $4.45 Million
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $2.41 Million - $2.81 Million	41,010 Added 136.9%	70,967 $4.18 Million
Q2 2023 Jul 31, 2023	SELL	$64.34 - $69.97 $3.61 Million - $3.92 Million	-56,086 Reduced 65.18%	29,957 $1.96 Million
Q1 2023 Apr 11, 2023	BUY	$63.7 - $72.08 $1.51 Million - $1.7 Million	23,632 Added 37.87%	86,043 $5.82 Million
Q4 2022 Jan 12, 2023	BUY	$61.52 - $72.67 $105,937 - $125,137	1,722 Added 2.84%	62,411 $0
Q3 2022 Nov 03, 2022	BUY	$65.51 - $78.12 $715,893 - $853,695	10,928 Added 21.96%	60,689 $3.98 Million
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $262,528 - $311,457	4,047 Added 8.85%	49,761 $3.49 Million
Q1 2022 May 09, 2022	BUY	$65.03 - $74.54 $2.22 Million - $2.54 Million	34,110 Added 293.95%	45,714 $3.4 Million
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $97,672 - $109,445	1,529 Added 15.18%	11,604 $831,000
Q3 2021 Nov 15, 2021	BUY	$63.56 - $70.07 $157,311 - $173,423	2,475 Added 32.57%	10,075 $644,000
Q2 2021 Aug 12, 2021	BUY	$63.23 - $67.72 $78,658 - $84,243	1,244 Added 19.57%	7,600 $481,000
Q1 2021 May 13, 2021	SELL	$58.36 - $64.15 $100,437 - $110,402	-1,721 Reduced 21.31%	6,356 $407,000
Q4 2020 Feb 11, 2021	BUY	$59.98 - $66.76 $12,235 - $13,619	204 Added 2.59%	8,077 $506,000
Q3 2020 Nov 13, 2020	BUY	$56.7 - $61.49 $446,399 - $484,110	7,873 New	7,873 $467,000
Q4 2019 Feb 11, 2020	SELL	$61.37 - $64.82 $726,313 - $767,144	-11,835 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$62.5 - $64.93 $739,687 - $768,446	11,835 New	11,835 $766,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Mutual Advisors, LLC Utilities Sector Spdr Transaction History