Cambridge Investment Research Advisors, Inc. Utilities Sector Spdr Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 448,469 shares of XLU stock, worth $35.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

448,469

Previous 572,635 21.68%

Holding current value

$35.5 Million

Previous $46.3 Million 26.62%

% of portfolio

0.11%

Previous 0.16%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.89 - $82.93 $9.3 Million - $10.3 Million	-124,166 Reduced 21.68%	448,469 $33.9 Million
Q3 2024 Oct 28, 2024	BUY	$67.67 - $80.78 $12.7 Million - $15.2 Million	188,046 Added 48.9%	572,635 $46.3 Million
Q2 2024 Jul 26, 2024	BUY	$62.77 - $72.87 $3.7 Million - $4.29 Million	58,882 Added 18.08%	384,589 $26.2 Million
Q1 2024 Apr 24, 2024	SELL	$59.95 - $65.65 $2.67 Million - $2.92 Million	-44,524 Reduced 12.03%	325,707 $21.4 Million
Q4 2023 Feb 09, 2024	SELL	$56.19 - $65.96 $3.83 Million - $4.49 Million	-68,126 Reduced 15.54%	370,231 $23.4 Million
Q3 2023 Oct 24, 2023	SELL	$58.83 - $68.46 $6.49 Million - $7.55 Million	-110,299 Reduced 20.1%	438,357 $25.8 Million
Q2 2023 Jul 13, 2023	BUY	$64.34 - $69.97 $2.98 Million - $3.24 Million	46,256 Added 9.21%	548,656 $35.9 Million
Q1 2023 May 11, 2023	SELL	$63.7 - $72.08 $9.98 Million - $11.3 Million	-156,599 Reduced 23.76%	502,400 $34 Million
Q4 2022 Feb 08, 2023	SELL	$61.52 - $72.67 $5.47 Million - $6.46 Million	-88,900 Reduced 11.89%	658,999 $46.5 Million
Q3 2022 Oct 17, 2022	BUY	$65.51 - $78.12 $1.95 Million - $2.32 Million	29,760 Added 4.14%	747,899 $0
Q2 2022 Jul 13, 2022	SELL	$64.87 - $76.96 $7.13 Million - $8.46 Million	-109,877 Reduced 13.27%	718,139 $0
Q1 2022 May 12, 2022	BUY	$65.03 - $74.54 $11.2 Million - $12.9 Million	172,876 Added 26.39%	828,016 $0
Q4 2021 Feb 03, 2022	BUY	$63.88 - $71.58 $7.92 Million - $8.87 Million	123,971 Added 23.34%	655,140 $0
Q3 2021 Nov 02, 2021	BUY	$63.56 - $70.07 $18.2 Million - $20 Million	285,664 Added 116.36%	531,169 $0
Q2 2021 Aug 10, 2021	SELL	$63.23 - $67.72 $4.55 Million - $4.87 Million	-71,919 Reduced 22.66%	245,505 $0
Q1 2021 May 07, 2021	BUY	$58.36 - $64.15 $3.81 Million - $4.18 Million	65,234 Added 25.87%	317,424 $0
Q4 2020 Feb 04, 2021	SELL	$59.98 - $66.76 $6.8 Million - $7.57 Million	-113,325 Reduced 31.0%	252,190 $0
Q3 2020 Oct 29, 2020	BUY	$56.7 - $61.49 $2.88 Million - $3.13 Million	50,865 Added 16.17%	365,515 $0
Q2 2020 Jul 27, 2020	BUY	$51.79 - $62.83 $68,518 - $83,124	1,323 Added 0.42%	314,650 $0
Q1 2020 May 08, 2020	SELL	$44.93 - $70.98 $585,617 - $925,153	-13,034 Reduced 3.99%	313,327 $0
Q4 2019 Feb 04, 2020	BUY	$61.37 - $64.82 $2.38 Million - $2.51 Million	38,790 Added 13.49%	326,361 $0
Q3 2019 Nov 06, 2019	BUY	$62.5 - $64.93 $727,187 - $755,460	11,635 Added 4.22%	287,571 $0
Q3 2019 Oct 28, 2019	SELL	$62.5 - $64.93 $884,250 - $918,629	-14,148 Reduced 4.88%	275,936 $0
Q2 2019 Aug 15, 2019	SELL	N/A	-16,677 Reduced 5.44%	290,084 $0
Q1 2019 May 08, 2019	BUY	N/A	22,745 Added 8.01%	306,761 $0
Q4 2018 Feb 05, 2019	SELL	N/A	-3,747 Reduced 1.3%	284,016 $0
Q3 2018 Nov 02, 2018	BUY	N/A	120,850 Added 72.4%	287,763 $0
Q2 2018 Aug 10, 2018	BUY	N/A	16,901 Added 11.27%	166,913 $0
Q1 2018 May 09, 2018	BUY	N/A	14,227 Added 10.48%	150,012 $0
Q4 2017 Feb 22, 2018	BUY	N/A	1,081 Added 0.8%	135,785 $0
Q3 2017 Nov 07, 2017	SELL	N/A	-13,025 Reduced 8.82%	134,704 $7.15 Million
Q2 2017 Aug 08, 2017	BUY	N/A	147,729	147,729 $7.68 Million

Others Institutions Holding XLU

# of Institutions

1,545

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Cambridge Investment Research Advisors, Inc. Utilities Sector Spdr Transaction History