Patton Albertson Miller Group, LLC Utilities Sector Spdr Transaction History

Patton Albertson Miller Group, LLC

  • $746 Million
  • Q2 2025

A detailed history of Patton Albertson Miller Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Patton Albertson Miller Group, LLC holds 9,733 shares of XLU stock, worth $822,633. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,733
Previous 9,283 4.85%
Holding current value
$822,633
Previous $731,000 8.62%
% of portfolio
0.11%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$73.09 - $82.77 $32,890 - $37,246
450 Added 4.85%
9,733 $794,000
Q3 2024

Nov 13, 2024
SELL
$67.67 - $80.78 $14,549 - $17,367
-215 Reduced 2.26%
9,283 $749,000
Q2 2024

Aug 02, 2024
SELL
$62.77 - $72.87 $10,231 - $11,877
-163 Reduced 1.69%
9,498 $647,000
Q1 2024

Apr 24, 2024
SELL
$59.95 - $65.65 $26,557 - $29,082
-443 Reduced 4.38%
9,661 $634,000
Q4 2023

Feb 07, 2024
SELL
$56.19 - $65.96 $5,000 - $5,870
-89 Reduced 0.87%
10,104 $639,000
Q2 2023

Jul 13, 2023
SELL
$64.34 - $69.97 $96,831 - $105,304
-1,505 Reduced 12.87%
10,193 $667,000
Q1 2023

Apr 21, 2023
BUY
$63.7 - $72.08 $9,555 - $10,812
150 Added 1.3%
11,698 $791,000
Q4 2022

Jan 23, 2023
SELL
$61.52 - $72.67 $23,070 - $27,251
-375 Reduced 3.15%
11,548 $0
Q3 2022

Oct 13, 2022
BUY
$65.51 - $78.12 $97,740 - $116,555
1,492 Added 14.3%
11,923 $781,000
Q1 2022

May 02, 2022
BUY
$65.03 - $74.54 $157,307 - $180,312
2,419 Added 30.19%
10,431 $777,000
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $70,906 - $79,453
1,110 Added 16.08%
8,012 $573,000
Q3 2021

Oct 27, 2021
BUY
$63.56 - $70.07 $438,691 - $483,623
6,902 New
6,902 $441,000

Others Institutions Holding XLU

# of Institutions
1,582
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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

Track Patton Albertson Miller Group, LLC Portfolio

Follow Patton Albertson Miller Group, LLC 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 Patton Albertson Miller Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patton Albertson Miller Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email