Soa Wealth Advisors, Llc. Utilities Sector Spdr Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 124 shares of XLU stock, worth $11,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124
Previous 124 -0.0%
Holding current value
$11,006
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2025
BUY
$73.09 - $82.77 $73 - $82
1 Added 0.81%
124 $10,000
Q1 2025

Apr 14, 2025
BUY
$74.7 - $80.27 $74 - $80
1 Added 0.82%
123 $9,000
Q4 2024

Jan 28, 2025
SELL
$74.89 - $82.93 $8,986 - $9,951
-120 Reduced 49.59%
122 $9,000
Q3 2024

Oct 08, 2024
BUY
$67.67 - $80.78 $135 - $161
2 Added 0.83%
242 $19,000
Q2 2024

Jul 17, 2024
BUY
$62.77 - $72.87 $125 - $145
2 Added 0.84%
240 $16,000
Q1 2024

Apr 10, 2024
BUY
$59.95 - $65.65 $119 - $131
2 Added 0.85%
238 $15,000
Q4 2023

Jan 10, 2024
BUY
$56.19 - $65.96 $112 - $131
2 Added 0.85%
236 $14,000
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $117 - $136
2 Added 0.86%
234 $13,000
Q2 2023

Jul 07, 2023
BUY
$64.34 - $69.97 $128 - $139
2 Added 0.87%
232 $15,000
Q1 2023

Apr 28, 2023
BUY
$63.7 - $72.08 $63 - $72
1 Added 0.44%
230 $15,000
Q4 2022

Jan 10, 2023
BUY
$61.52 - $72.67 $184 - $218
3 Added 1.33%
229 $0
Q3 2022

Oct 07, 2022
BUY
$65.51 - $78.12 $65 - $78
1 Added 0.44%
226 $14,000
Q2 2022

Jul 13, 2022
BUY
$64.87 - $76.96 $129 - $153
2 Added 0.9%
225 $15,000
Q1 2022

Apr 07, 2022
BUY
$65.03 - $74.54 $65 - $74
1 Added 0.45%
223 $16,000
Q4 2021

Jan 13, 2022
BUY
$63.88 - $71.58 $127 - $143
2 Added 0.91%
222 $15,000
Q3 2021

Oct 12, 2021
BUY
$63.56 - $70.07 $127 - $140
2 Added 0.92%
220 $14,000
Q2 2021

Jul 14, 2021
BUY
$63.23 - $67.72 $63 - $67
1 Added 0.46%
218 $13,000
Q1 2021

Apr 26, 2021
BUY
$58.36 - $64.15 $116 - $128
2 Added 0.93%
217 $13,000
Q4 2020

Mar 10, 2021
BUY
$59.98 - $66.76 $12,895 - $14,353
215 New
215 $13,000

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
158M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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