Delos Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Delos Wealth Advisors, LLC

$116 Million
Q4 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 628 shares of XLU stock, worth $49,455. This represents 0.04% of its overall portfolio holdings.

Number of Shares

628

Previous 628 -0.0%

Holding current value

$49,455

Previous $50,000 6.0%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$63.7 - $72.08 $4,013 - $4,541	-63 Reduced 9.12%	628 $42,000
Q4 2022 Feb 14, 2023	SELL	$61.52 - $72.67 $1,599 - $1,889	-26 Reduced 3.63%	691 $48,000
Q3 2022 Nov 15, 2022	BUY	$65.51 - $78.12 $2,161 - $2,577	33 Added 4.82%	717 $47,000
Q2 2022 Aug 15, 2022	SELL	$64.87 - $76.96 $6,162 - $7,311	-95 Reduced 12.2%	684 $48,000
Q1 2022 May 16, 2022	SELL	$65.03 - $74.54 $89,221 - $102,268	-1,372 Reduced 63.78%	779 $58,000
Q3 2021 Nov 12, 2021	SELL	$63.56 - $70.07 $622,188 - $685,915	-9,789 Reduced 81.98%	2,151 $137,000
Q2 2021 Aug 13, 2021	BUY	$63.23 - $67.72 $754,966 - $808,576	11,940 New	11,940 $755,000

Others Institutions Holding XLU

# of Institutions

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Delos Wealth Advisors, LLC Utilities Sector Spdr Transaction History