Advyzon Investment Management, LLC Utilities Sector Spdr Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 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 18,890 shares of XLU stock, worth $1.74 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,890
Previous 5,672 233.04%
Holding current value
$1.74 Million
Previous $447 Million 244.89%
% of portfolio
0.34%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,634
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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