Advisor Os, LLC Utilities Sector Spdr Transaction History

Advisor Os, LLC

$878 Million
Q1 2025

A detailed history of Advisor Os, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Advisor Os, LLC holds 6,639 shares of XLU stock, worth $574,605. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,639

Holding current value

$574,605

% of portfolio

0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$74.7 - $80.27 $495,933 - $532,912	6,639 New	6,639 $523,000
Q4 2022 Jan 31, 2023	BUY	$61.52 - $72.67 $326,363 - $385,514	5,305 Added 16.97%	36,561 $2.58 Million
Q3 2022 Nov 03, 2022	BUY	$65.51 - $78.12 $177,466 - $211,627	2,709 Added 9.49%	31,256 $2.05 Million
Q2 2022 Aug 02, 2022	BUY	$64.87 - $76.96 $1.85 Million - $2.2 Million	28,547 New	28,547 $2 Million
Q1 2021 May 13, 2021	SELL	$58.36 - $64.15 $2.72 Million - $2.99 Million	-46,550 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$59.98 - $66.76 $2.79 Million - $3.11 Million	46,550 New	46,550 $3.52 Million

Others Institutions Holding XLU

# of Institutions

1,591

Shares Held

153M

Call Options Held

13.6M

Put Options Held

38.6M

Morgan Stanley New York, NY

12.7M
Shares

$1.1 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

9.92M
Shares

$858 Million
0.06% of portfolio
Proficio Capital Partners LLC Newton, MA

8.83M
Shares

$764 Million
3.58% of portfolio
Goldman Sachs Group Inc New York, NY

7.45M
Shares

$645 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

5.84M
Shares

$506 Million
0.19% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Os, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Os, LLC with notifications on news.

Account