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 48,142 shares of XLU stock, worth $3.81 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
48,142
Holding current value
$3.81 Million
% of portfolio
1.29%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Private Wealth Advisors, LLC Portfolio

Follow Private Wealth Advisors, 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 Private Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Advisors, LLC with notifications on news.