United Advisor Group, LLC Utilities Sector Spdr Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, United Advisor Group, LLC holds 3,640 shares of XLU stock, worth $323,086. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,640
Previous 4,382 16.93%
Holding current value
$323,086
Previous $357,000 11.2%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$81.14 - $87.32 $60,205 - $64,791
-742 Reduced 16.93%
3,640 $317,000
Q2 2025

Aug 11, 2025
BUY
$73.09 - $82.77 $1,607 - $1,820
22 Added 0.5%
4,382 $357,000
Q1 2025

Apr 21, 2025
BUY
$74.7 - $80.27 $26,966 - $28,977
361 Added 9.03%
4,360 $343,000
Q4 2024

Feb 24, 2025
BUY
$74.89 - $82.93 $16,925 - $18,742
226 Added 5.99%
3,999 $302,000
Q3 2024

Oct 30, 2024
BUY
$67.67 - $80.78 $255,318 - $304,782
3,773 New
3,773 $304,000

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
155M
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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