Advyzon Investment Management, LLC Utilities Sector Spdr Transaction History

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025

A detailed history of Advyzon Investment Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 10,971 shares of XLU stock, worth $973,785. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,971
Previous 18,890 41.92%
Holding current value
$973,785
Previous $1.54 Billion 37.98%
% of portfolio
0.16%
Previous 0.34%

Shares

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

Nov 10, 2025
SELL
$81.14 - $87.32 $642,547 - $691,487
-7,919 Reduced 41.92%
10,971 $957 Million
Q2 2025

Aug 07, 2025
BUY
$73.09 - $82.77 $966,103 - $1.09 Million
13,218 Added 233.04%
18,890 $1.54 Billion
Q1 2025

May 09, 2025
BUY
$74.7 - $80.27 $423,698 - $455,291
5,672 New
5,672 $447 Million

Others Institutions Holding XLU

# of Institutions
1,672
Shares Held
162M
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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