A detailed history of Arkadios Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 16,354 shares of XLU stock, worth $1.3 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,354
Previous 13,613 20.14%
Holding current value
$1.3 Million
Previous $927,000 42.5%
% of portfolio
0.08%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


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