Strategic Advisors LLC Utilities Sector Spdr Transaction History

Strategic Advisors LLC

  • $510 Million
  • Q1 2025

A detailed history of Strategic Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Advisors LLC holds 5,251 shares of XLU stock, worth $408,370. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,251
Previous 5,717 8.15%
Holding current value
$408,370
Previous $432,000 5.32%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$74.7 - $80.27 $34,810 - $37,405
-466 Reduced 8.15%
5,251 $409,000
Q4 2024

Jan 31, 2025
SELL
$74.89 - $82.93 $62,757 - $69,495
-838 Reduced 12.78%
5,717 $432,000
Q3 2024

Oct 09, 2024
SELL
$67.67 - $80.78 $113,888 - $135,952
-1,683 Reduced 20.43%
6,555 $529,000
Q2 2024

Jul 11, 2024
SELL
$62.77 - $72.87 $103,758 - $120,454
-1,653 Reduced 16.71%
8,238 $561,000
Q1 2024

Apr 19, 2024
BUY
$59.95 - $65.65 $110,847 - $121,386
1,849 Added 22.99%
9,891 $649,000
Q4 2023

Jan 19, 2024
BUY
$56.19 - $65.96 $134,350 - $157,710
2,391 Added 42.31%
8,042 $509,000
Q3 2023

Oct 13, 2023
SELL
$58.83 - $68.46 $11,001 - $12,802
-187 Reduced 3.2%
5,651 $333,000
Q2 2023

Jul 31, 2023
SELL
$64.34 - $69.97 $1,093 - $1,189
-17 Reduced 0.29%
5,838 $382,000
Q1 2023

Apr 27, 2023
BUY
$63.7 - $72.08 $372,963 - $422,028
5,855 New
5,855 $396,000
Q2 2019

Jul 22, 2019
SELL
N/A
-10,076 Closed
0 $0
Q1 2019

Apr 15, 2019
BUY
N/A
10,076 New
10,076 $586,000

Others Institutions Holding XLU

# of Institutions
1,550
Shares Held
152M
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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