Aptus Capital Advisors, LLC Utilities Sector Spdr Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 7,248 shares of XLU stock, worth $496,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,248
Previous 7,318 0.96%
Holding current value
$496,850
Previous $463,000 2.59%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$59.95 - $65.65 $4,196 - $4,595
-70 Reduced 0.96%
7,248 $475,000
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $6,798 - $7,981
-121 Reduced 1.63%
7,318 $463,000
Q3 2023

Nov 08, 2023
BUY
$58.83 - $68.46 $299,091 - $348,050
5,084 Added 215.88%
7,439 $438,000
Q2 2023

Aug 11, 2023
SELL
$64.34 - $69.97 $77,722 - $84,523
-1,208 Reduced 33.9%
2,355 $154,000
Q1 2023

May 09, 2023
SELL
$63.7 - $72.08 $3.95 Million - $4.47 Million
-62,057 Reduced 94.57%
3,563 $241,000
Q4 2022

Feb 13, 2023
SELL
$65.75 - $72.67 $2.8 Million - $3.09 Million
-42,564 Reduced 39.34%
65,620 $4.63 Million
Q3 2022

Nov 02, 2022
BUY
N/A
104,804 Added 3100.71%
108,184 $7.09 Million
Q2 2022

Jul 29, 2022
BUY
N/A
1,031 Added 43.89%
3,380 $237,000
Q1 2022

May 04, 2022
BUY
N/A
129 Added 5.81%
2,349 $175,000
Q4 2021

Feb 02, 2022
SELL
N/A
-336 Reduced 13.15%
2,220 $159,000
Q3 2021

Oct 27, 2021
BUY
N/A
100 Added 4.07%
2,556 $163,000
Q2 2021

Jul 27, 2021
BUY
N/A
1,852 Added 306.62%
2,456 $155,000
Q1 2021

May 06, 2021
BUY
N/A
48 Added 8.63%
604 $39,000
Q4 2020

Feb 10, 2021
SELL
N/A
-1,428 Reduced 71.98%
556 $34,000
Q3 2020

Oct 19, 2020
BUY
N/A
764 Added 62.62%
1,984 $117,000
Q4 2019

Feb 10, 2020
BUY
N/A
1,220 New
1,220 $78,000

Others Institutions Holding XLU

# of Institutions
1,251
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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