Soltis Investment Advisors LLC Utilities Sector Spdr Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

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 17,635 shares of XLU stock, worth $1.38 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,635
Previous 6,419 174.73%
Holding current value
$1.38 Million
Previous $518,000 157.53%
% of portfolio
0.13%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,553
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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