Visionary Wealth Advisors Utilities Sector Spdr Transaction History

Visionary Wealth Advisors

$1.96 Billion
Q3 2025

A detailed history of Visionary Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 11,854 shares of XLU stock, worth $1.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,854

Previous 7,044 68.29%

Holding current value

$1.05 Million

Previous $575,000 79.65%

% of portfolio

0.05%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$81.14 - $87.32 $390,283 - $420,009	4,810 Added 68.29%	11,854 $1.03 Million
Q2 2025 Aug 13, 2025	BUY	$73.09 - $82.77 $129,296 - $146,420	1,769 Added 33.54%	7,044 $575,000
Q1 2025 May 14, 2025	SELL	$74.7 - $80.27 $161,127 - $173,142	-2,157 Reduced 29.02%	5,275 $415,000
Q4 2024 Feb 13, 2025	SELL	$74.89 - $82.93 $891,191 - $986,867	-11,900 Reduced 61.56%	7,432 $562,000
Q3 2024 Nov 12, 2024	SELL	$67.67 - $80.78 $12,992 - $15,509	-192 Reduced 0.98%	19,332 $1.56 Million

Q2 2024 Aug 13, 2024	SELL	$62.77 - $72.87 $49,839 - $57,858	-794 Reduced 3.91%	19,524 $1.33 Million
Q1 2024 May 15, 2024	BUY	$59.95 - $65.65 $172,356 - $188,743	2,875 Added 16.48%	20,318 $1.33 Million
Q4 2023 Feb 14, 2024	BUY	$56.19 - $65.96 $381,811 - $448,198	6,795 Added 63.81%	17,443 $1.1 Million
Q3 2023 Nov 13, 2023	SELL	$58.83 - $68.46 $386,983 - $450,329	-6,578 Reduced 38.19%	10,648 $627,000
Q2 2023 Aug 11, 2023	BUY	$64.34 - $69.97 $517,229 - $562,488	8,039 Added 87.5%	17,226 $1.13 Million
Q1 2023 May 15, 2023	SELL	$63.7 - $72.08 $356,146 - $402,999	-5,591 Reduced 37.83%	9,187 $621,000
Q4 2022 Feb 13, 2023	SELL	$61.52 - $72.67 $674,443 - $796,681	-10,963 Reduced 42.59%	14,778 $1.04 Million
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $1.69 Million - $2.01 Million	25,741 New	25,741 $1.69 Million
Q1 2022 May 12, 2022	SELL	$65.03 - $74.54 $423,085 - $484,957	-6,506 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $415,603 - $465,699	6,506 New	6,506 $466,000

Others Institutions Holding XLU

# of Institutions

1,694

Shares Held

188M

Call Options Held

15.5M

Put Options Held

34.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors Utilities Sector Spdr Transaction History