A detailed history of Arete Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 15,177 shares of XLU stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,177
Previous 15,177 -0.0%
Holding current value
$1.16 Million
Previous $1.22 Million -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$67.67 - $80.78 $202,468 - $241,693
-2,992 Reduced 16.47%
15,177 $1.22 Million
Q2 2024

Aug 13, 2024

BUY
$62.77 - $72.87 $416,353 - $483,346
6,633 Added 57.5%
18,169 $1.24 Million
Q1 2024

May 15, 2024

SELL
$59.95 - $65.65 $2,997 - $3,282
-50 Reduced 0.43%
11,536 $757,000
Q4 2023

Feb 14, 2024

BUY
$56.19 - $65.96 $442,777 - $519,764
7,880 Added 212.63%
11,586 $733,000
Q3 2023

Oct 30, 2023

SELL
$58.83 - $68.46 $460,462 - $535,836
-7,827 Reduced 67.87%
3,706 $218,000
Q2 2023

Aug 09, 2023

BUY
$64.34 - $69.97 $159,370 - $173,315
2,477 Added 27.35%
11,533 $755,000
Q1 2023

May 01, 2023

BUY
$63.7 - $72.08 $31,658 - $35,823
497 Added 5.81%
9,056 $613,000
Q4 2022

Feb 06, 2023

SELL
$61.52 - $72.67 $89,080 - $105,226
-1,448 Reduced 14.47%
8,559 $603,000
Q3 2022

Nov 07, 2022

SELL
$65.51 - $78.12 $888,774 - $1.06 Million
-13,567 Reduced 57.55%
10,007 $656,000
Q2 2022

Aug 15, 2022

BUY
$64.87 - $76.96 $895,465 - $1.06 Million
13,804 Added 141.29%
23,574 $1.66 Million
Q1 2022

May 06, 2022

SELL
$65.03 - $74.54 $14,566 - $16,696
-224 Reduced 2.24%
9,770 $728,000
Q4 2021

Feb 07, 2022

BUY
$63.88 - $71.58 $44,268 - $49,604
693 Added 7.45%
9,994 $710,000
Q3 2021

Nov 15, 2021

BUY
$63.56 - $70.07 $49,449 - $54,514
778 Added 9.13%
9,301 $594,000
Q2 2021

Aug 09, 2021

BUY
$63.23 - $67.72 $2,971 - $3,182
47 Added 0.55%
8,523 $493,000
Q1 2021

May 10, 2021

SELL
$58.36 - $64.15 $236,416 - $259,871
-4,051 Reduced 32.34%
8,476 $541,000
Q4 2020

Feb 08, 2021

BUY
$59.98 - $66.76 $197,993 - $220,374
3,301 Added 35.78%
12,527 $777,000
Q3 2020

Nov 09, 2020

SELL
$56.7 - $61.49 $347,571 - $376,933
-6,130 Reduced 39.92%
9,226 $559,000
Q2 2020

Aug 11, 2020

BUY
$51.79 - $62.83 $357,765 - $434,029
6,908 Added 81.77%
15,356 $867,000
Q1 2020

May 14, 2020

SELL
$44.93 - $70.98 $82,805 - $130,816
-1,843 Reduced 17.91%
8,448 $453,000
Q4 2019

Feb 14, 2020

BUY
$61.37 - $64.82 $114,270 - $120,694
1,862 Added 22.09%
10,291 $658,000
Q3 2019

Nov 13, 2019

SELL
$62.5 - $64.93 $130,937 - $136,028
-2,095 Reduced 19.91%
8,429 $545,000
Q2 2019

Aug 14, 2019

SELL
N/A
-981 Reduced 8.53%
10,524 $627,000
Q1 2019

May 15, 2019

SELL
N/A
-10,287 Reduced 47.21%
11,505 $668,000
Q4 2018

Feb 14, 2019

BUY
N/A
13,153 Added 152.25%
21,792 $1.15 Million
Q3 2018

Nov 14, 2018

BUY
N/A
1,124 Added 14.96%
8,639 $455,000
Q2 2018

Aug 14, 2018

BUY
N/A
2,327 Added 44.85%
7,515 $390,000
Q1 2018

May 15, 2018

BUY
N/A
5,188 New
5,188 $262,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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