Advisor Os, LLC Utilities Sector Spdr Transaction History

Advisor Os, LLC

$970 Million
Q2 2025

A detailed history of Advisor Os, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Advisor Os, LLC holds 21,891 shares of XLU stock, worth $1.95 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

21,891

Previous 6,639 229.73%

Holding current value

$1.95 Million

Previous $523,000 241.68%

% of portfolio

0.18%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $1.11 Million - $1.26 Million	15,252 Added 229.73%	21,891 $1.79 Million
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

1,624

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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