American Financial Advisors, LLC Utilities Sector Spdr Transaction History

American Financial Advisors, LLC

$681 Million
Q4 2024

A detailed history of American Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, American Financial Advisors, LLC holds 3,821 shares of XLU stock, worth $302,241. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,821

Previous 5,105 25.15%

Holding current value

$302,241

Previous $412,000 29.85%

% of portfolio

0.04%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$74.89 - $82.93 $96,158 - $106,482	-1,284 Reduced 25.15%	3,821 $289,000
Q3 2024 Oct 25, 2024	BUY	$67.67 - $80.78 $14,210 - $16,963	210 Added 4.29%	5,105 $412,000
Q2 2024 Jul 24, 2024	SELL	$62.77 - $72.87 $39,356 - $45,689	-627 Reduced 11.35%	4,895 $333,000
Q1 2024 Apr 22, 2024	SELL	$59.95 - $65.65 $2,517 - $2,757	-42 Reduced 0.75%	5,522 $362,000
Q4 2023 Jan 31, 2024	SELL	$56.19 - $65.96 $4,607 - $5,408	-82 Reduced 1.45%	5,564 $352,000
Q3 2023 Nov 14, 2023	SELL	$58.83 - $68.46 $239,085 - $278,221	-4,064 Reduced 41.85%	5,646 $332,000
Q2 2023 Jul 13, 2023	SELL	$64.34 - $69.97 $143,349 - $155,893	-2,228 Reduced 18.66%	9,710 $635,000
Q1 2023 Apr 18, 2023	SELL	$63.7 - $72.08 $96,632 - $109,345	-1,517 Reduced 11.27%	11,938 $808,000
Q4 2022 Jan 26, 2023	SELL	$61.52 - $72.67 $11,565 - $13,661	-188 Reduced 1.38%	13,455 $0
Q3 2022 Oct 17, 2022	BUY	$65.51 - $78.12 $619,069 - $738,234	9,450 Added 225.38%	13,643 $894,000
Q2 2022 Aug 01, 2022	BUY	$64.87 - $76.96 $271,999 - $322,693	4,193 New	4,193 $294,000
Q2 2021 Aug 05, 2021	SELL	$63.23 - $67.72 $221,368 - $237,087	-3,501 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$58.36 - $64.15 $933 - $1,026	16 Added 0.46%	3,501 $224,000
Q4 2020 Feb 16, 2021	BUY	$59.98 - $66.76 $209,030 - $232,658	3,485 New	3,485 $219,000

Others Institutions Holding XLU

# of Institutions

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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American Financial Advisors, LLC Utilities Sector Spdr Transaction History