Diversify Advisory Services, LLC Utilities Sector Spdr Transaction History

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 3,473 shares of XLU stock, worth $293,537. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,473
Previous 5,648 38.51%
Holding current value
$293,537
Previous $427 Million 35.48%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$74.7 - $80.27 $162,472 - $174,587
-2,175 Reduced 38.51%
3,473 $275 Million
Q4 2024

Jan 16, 2025
SELL
$74.89 - $82.93 $4.49 Million - $4.97 Million
-59,982 Reduced 91.39%
5,648 $427 Million
Q3 2024

Oct 24, 2024
SELL
$67.67 - $80.78 $15.8 Million - $18.9 Million
-233,474 Reduced 78.06%
65,630 $5.34 Billion
Q2 2024

Jul 12, 2024
BUY
$62.77 - $72.87 $18.6 Million - $21.6 Million
295,928 Added 9317.63%
299,104 $20.6 Billion
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $190,401 - $208,504
3,176 New
3,176 $207 Million

Others Institutions Holding XLU

# of Institutions
1,581
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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