Arkadios Wealth Advisors Utilities Sector Spdr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 18,058 shares of XLU stock, worth $1.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

18,058

Previous 16,354 10.42%

Holding current value

$1.42 Million

Previous $1.32 Million 3.41%

% of portfolio

0.08%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,569

Shares Held

154M

Call Options Held

18.8M

Put Options Held

38M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Utilities Sector Spdr Transaction History