Soltis Investment Advisors LLC Utilities Sector Spdr Transaction History

Soltis Investment Advisors LLC

$1.38 Billion
Q3 2025

A detailed history of Soltis Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 4,133 shares of XLU stock, worth $366,845. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,133

Previous 4,488 7.91%

Holding current value

$366,845

Previous $366,000 1.64%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$81.14 - $87.32 $28,804 - $30,998	-355 Reduced 7.91%	4,133 $360,000
Q2 2025 Aug 06, 2025	SELL	$73.09 - $82.77 $42,757 - $48,420	-585 Reduced 11.53%	4,488 $366,000
Q1 2025 May 13, 2025	SELL	$74.7 - $80.27 $938,381 - $1.01 Million	-12,562 Reduced 71.23%	5,073 $400,000
Q4 2024 Jan 29, 2025	BUY	$74.89 - $82.93 $839,966 - $930,142	11,216 Added 174.73%	17,635 $1.33 Million
Q3 2024 Nov 18, 2024	SELL	$67.67 - $80.78 $96,091 - $114,707	-1,420 Reduced 18.11%	6,419 $518,000

Q2 2024 Aug 12, 2024	SELL	$62.77 - $72.87 $95,724 - $111,126	-1,525 Reduced 16.29%	7,839 $534,000
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.65 $92,922 - $101,757	1,550 Added 19.84%	9,364 $614,000
Q4 2023 Jan 26, 2024	BUY	$56.19 - $65.96 $439,068 - $515,411	7,814 New	7,814 $494,000
Q2 2023 Aug 08, 2023	BUY	$64.34 - $69.97 $241,403 - $262,527	3,752 New	3,752 $245,000

Others Institutions Holding XLU

# of Institutions

1,692

Shares Held

186M

Call Options Held

15.5M

Put Options Held

34.9M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Soltis Investment Advisors LLC Utilities Sector Spdr Transaction History