Private Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Private Wealth Advisors, LLC

$256 Million
Q3 2024

A detailed history of Private Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 68,816 shares of XLU stock, worth $5.47 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

68,816

Previous 48,142 42.94%

Holding current value

$5.47 Million

Previous $3.28 Million 69.45%

% of portfolio

2.17%

Previous 1.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$67.67 - $80.78 $1.4 Million - $1.67 Million	20,674 Added 42.94%	68,816 $5.56 Million
Q2 2024 Jul 23, 2024	BUY	$62.77 - $72.87 $3.02 Million - $3.51 Million	48,142 New	48,142 $3.28 Million
Q4 2022 Feb 13, 2023	BUY	$61.52 - $72.67 $1.81 Million - $2.14 Million	29,385 Added 38.19%	106,325 $7.5 Million
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $9,826 - $11,718	150 Added 0.2%	76,940 $5.04 Million
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $2.57 Million - $3.05 Million	39,601 Added 106.49%	76,790 $5.8 Million
Q1 2022 May 17, 2022	BUY	$65.03 - $74.54 $1.25 Million - $1.43 Million	19,242 Added 107.22%	37,189 $2.77 Million
Q4 2021 Feb 11, 2022	SELL	$63.88 - $71.58 $1.16 Million - $1.3 Million	-18,188 Reduced 50.33%	17,947 $1.29 Million
Q3 2021 Dec 03, 2021	SELL	$63.56 - $70.07 $103,539 - $114,144	-1,629 Reduced 4.31%	36,135 $2.41 Million
Q2 2021 Jul 29, 2021	SELL	$63.23 - $67.72 $27,252 - $29,187	-431 Reduced 1.13%	37,764 $2.39 Million
Q1 2021 May 17, 2021	SELL	$58.36 - $64.15 $1.56 Million - $1.71 Million	-26,692 Reduced 41.14%	38,195 $2.45 Million
Q4 2020 Feb 11, 2021	SELL	$59.98 - $66.76 $2.6 Million - $2.89 Million	-43,329 Reduced 40.04%	64,887 $4.06 Million
Q3 2020 Nov 16, 2020	SELL	$56.7 - $61.49 $651,539 - $706,581	-11,491 Reduced 9.6%	108,216 $6.43 Million
Q2 2020 Aug 13, 2020	BUY	$51.79 - $62.83 $416,754 - $505,593	8,047 Added 7.21%	119,707 $6.76 Million
Q1 2020 May 14, 2020	BUY	$44.93 - $70.98 $2.25 Million - $3.56 Million	50,108 Added 81.41%	111,660 $6.19 Million
Q4 2019 Feb 12, 2020	BUY	$61.37 - $64.82 $3.78 Million - $3.99 Million	61,552 New	61,552 $3.98 Million

Others Institutions Holding XLU

# of Institutions

1,480

Shares Held

163M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Private Wealth Advisors, LLC Utilities Sector Spdr Transaction History