Dynamic Advisor Solutions LLC Utilities Sector Spdr Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 84,862 shares of XLU stock, worth $7.78 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

84,862

Previous 79,463 6.79%

Holding current value

$7.78 Million

Previous $6.49 Million 14.06%

% of portfolio

0.22%

Previous 0.21%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$81.14 - $87.32 $438,074 - $471,440	5,399 Added 6.79%	84,862 $7.4 Million
Q2 2025 Jul 09, 2025	BUY	$73.09 - $82.77 $397,536 - $450,186	5,439 Added 7.35%	79,463 $6.49 Million
Q1 2025 Apr 16, 2025	BUY	$74.7 - $80.27 $5.53 Million - $5.94 Million	74,024 New	74,024 $5.77 Million
Q3 2024 Oct 07, 2024	BUY	$67.67 - $80.78 $649,361 - $775,164	9,596 Added 9.03%	115,876 $9.36 Million
Q2 2024 Jul 15, 2024	BUY	$62.77 - $72.87 $305,564 - $354,731	4,868 Added 4.8%	106,280 $7.24 Million
Q1 2024 Apr 12, 2024	SELL	$59.95 - $65.65 $488,412 - $534,850	-8,147 Reduced 7.44%	101,412 $6.66 Million
Q4 2023 Jan 10, 2024	SELL	$56.19 - $65.96 $425,245 - $499,185	-7,568 Reduced 6.46%	109,559 $6.94 Million
Q3 2023 Oct 10, 2023	SELL	$58.83 - $68.46 $129,661 - $150,885	-2,204 Reduced 1.85%	117,127 $6.9 Million
Q2 2023 Aug 03, 2023	BUY	$64.34 - $69.97 $392,602 - $426,956	6,102 Added 5.39%	119,331 $7.81 Million
Q1 2023 Apr 10, 2023	BUY	$63.7 - $72.08 $265,183 - $300,069	4,163 Added 3.82%	113,229 $7.66 Million
Q4 2022 Jan 12, 2023	BUY	$61.52 - $72.67 $511,108 - $603,742	8,308 Added 8.25%	109,066 $7.69 Billion
Q3 2022 Oct 20, 2022	BUY	$65.51 - $78.12 $40,026 - $47,731	611 Added 0.61%	100,758 $6.6 Million
Q2 2022 Jul 27, 2022	BUY	$64.87 - $76.96 $942,042 - $1.12 Million	14,522 Added 16.96%	100,147 $7.02 Million
Q1 2022 Apr 11, 2022	SELL	$65.03 - $74.54 $1.81 Million - $2.07 Million	-27,809 Reduced 24.52%	85,625 $6.38 Million
Q4 2021 Jan 26, 2022	BUY	$63.88 - $71.58 $392,287 - $439,572	6,141 Added 5.72%	113,434 $8.12 Million
Q3 2021 Oct 28, 2021	BUY	$63.56 - $70.07 $6.25 Million - $6.9 Million	98,402 Added 1106.76%	107,293 $6.85 Million
Q2 2021 Aug 10, 2021	BUY	$63.23 - $67.72 $46,790 - $50,112	740 Added 9.08%	8,891 $562,000
Q1 2021 Apr 27, 2021	BUY	$58.36 - $64.15 $205,894 - $226,321	3,528 Added 76.31%	8,151 $522,000
Q4 2020 Feb 03, 2021	SELL	$59.98 - $66.76 $3.17 Million - $3.53 Million	-52,846 Reduced 91.96%	4,623 $290,000
Q3 2020 Oct 27, 2020	BUY	$56.7 - $61.49 $221,413 - $240,118	3,905 Added 7.29%	57,469 $3.41 Million
Q2 2020 Aug 05, 2020	BUY	$51.79 - $62.83 $131,235 - $159,211	2,534 Added 4.97%	53,564 $3.02 Million
Q1 2020 May 07, 2020	SELL	$44.93 - $70.98 $2.13 Million - $3.36 Million	-47,390 Reduced 48.15%	51,030 $2.83 Million
Q4 2019 Feb 04, 2020	SELL	$61.37 - $64.82 $835,307 - $882,265	-13,611 Reduced 12.15%	98,420 $6.36 Million
Q3 2019 Nov 13, 2019	BUY	$62.5 - $64.93 $25,812 - $26,816	413 Added 0.37%	112,031 $7.25 Million
Q2 2019 Aug 13, 2019	BUY	N/A	62,046 Added 125.16%	111,618 $6.66 Million
Q1 2019 Apr 10, 2019	BUY	N/A	49,572 New	49,572 $2.88 Million

Others Institutions Holding XLU

# of Institutions

1,626

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Dynamic Advisor Solutions LLC Utilities Sector Spdr Transaction History