Arkadios Wealth Advisors Utilities Sector Spdr Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 26,731 shares of XLU stock, worth $2.48 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

26,731

Previous 24,056 11.12%

Holding current value

$2.48 Million

Previous $1.9 Million 15.08%

% of portfolio

0.07%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$73.09 - $82.77 $195,515 - $221,409	2,675 Added 11.12%	26,731 $2.18 Million
Q1 2025 May 08, 2025	BUY	$74.7 - $80.27 $448,050 - $481,459	5,998 Added 33.22%	24,056 $1.9 Million
Q4 2024 Jan 15, 2025	BUY	$74.89 - $82.93 $127,612 - $141,312	1,704 Added 10.42%	18,058 $1.37 Million
Q3 2024 Oct 24, 2024	BUY	$67.67 - $80.78 $185,483 - $221,417	2,741 Added 20.14%	16,354 $1.32 Million
Q2 2024 Jul 29, 2024	BUY	$62.77 - $72.87 $137,780 - $159,949	2,195 Added 19.22%	13,613 $927,000
Q1 2024 Apr 30, 2024	SELL	$59.95 - $65.65 $41,425 - $45,364	-691 Reduced 5.71%	11,418 $749,000
Q4 2023 Jan 24, 2024	BUY	$56.19 - $65.96 $43,772 - $51,382	779 Added 6.88%	12,109 $766,000
Q3 2023 Oct 13, 2023	SELL	$58.83 - $68.46 $106,246 - $123,638	-1,806 Reduced 13.75%	11,330 $667,000
Q2 2023 Jul 26, 2023	SELL	$64.34 - $69.97 $70,709 - $76,897	-1,099 Reduced 7.72%	13,136 $859,000
Q1 2023 May 02, 2023	SELL	$63.7 - $72.08 $114,150 - $129,167	-1,792 Reduced 11.18%	14,235 $963,000
Q4 2022 Jan 11, 2023	BUY	$61.52 - $72.67 $160,136 - $189,160	2,603 Added 19.39%	16,027 $0
Q3 2022 Oct 21, 2022	SELL	$65.51 - $78.12 $2,554 - $3,046	-39 Reduced 0.29%	13,424 $879,000
Q2 2022 Jul 14, 2022	SELL	$64.87 - $76.96 $120,852 - $143,376	-1,863 Reduced 12.16%	13,463 $944,000
Q1 2022 May 02, 2022	SELL	$65.03 - $74.54 $123,101 - $141,104	-1,893 Reduced 10.99%	15,326 $1.14 Million
Q4 2021 Feb 03, 2022	BUY	$63.88 - $71.58 $83,874 - $93,984	1,313 Added 8.25%	17,219 $1.23 Million
Q3 2021 Oct 19, 2021	SELL	$63.56 - $70.07 $585,006 - $644,924	-9,204 Reduced 36.65%	15,906 $1.02 Million
Q2 2021 Jul 28, 2021	BUY	$63.23 - $67.72 $503,057 - $538,780	7,956 Added 46.38%	25,110 $1.59 Million
Q1 2021 Apr 26, 2021	SELL	$58.36 - $64.15 $636,357 - $699,491	-10,904 Reduced 38.86%	17,154 $1.1 Million
Q4 2020 Feb 09, 2021	BUY	$59.98 - $66.76 $547,437 - $609,318	9,127 Added 48.21%	28,058 $1.76 Million
Q3 2020 Nov 10, 2020	SELL	$56.7 - $61.49 $116,008 - $125,808	-2,046 Reduced 9.75%	18,931 $1.21 Billion
Q2 2020 Aug 10, 2020	SELL	$51.79 - $62.83 $9,891 - $12,000	-191 Reduced 0.9%	20,977 $1.22 Billion
Q1 2020 May 14, 2020	SELL	$44.93 - $70.98 $17,792 - $28,108	-396 Reduced 1.84%	21,168 $1.17 Billion
Q4 2019 Feb 14, 2020	BUY	$61.37 - $64.82 $1.32 Million - $1.4 Million	21,564 New	21,564 $0

Others Institutions Holding XLU

# of Institutions

1,626

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Utilities Sector Spdr Transaction History