Evernest Financial Advisors, LLC Utilities Sector Spdr Transaction History

Evernest Financial Advisors, LLC

$255 Million
Q1 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 15,872 shares of XLU stock, worth $1.29 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

15,872

Previous 15,631 1.54%

Holding current value

$1.29 Million

Previous $1.18 Million 5.75%

% of portfolio

0.49%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$74.7 - $80.27 $18,002 - $19,345	241 Added 1.54%	15,872 $1.25 Million
Q4 2024 Jan 23, 2025	BUY	$74.89 - $82.93 $111,885 - $123,897	1,494 Added 10.57%	15,631 $1.18 Million
Q3 2024 Oct 21, 2024	BUY	$67.67 - $80.78 $549,886 - $656,418	8,126 Added 135.19%	14,137 $1.14 Million
Q2 2024 Aug 07, 2024	BUY	$62.77 - $72.87 $46,512 - $53,996	741 Added 14.06%	6,011 $409,000
Q1 2024 May 10, 2024	SELL	$59.95 - $65.65 $4,616 - $5,055	-77 Reduced 1.44%	5,270 $345 Million
Q4 2023 May 10, 2024	BUY	$56.19 - $65.96 $5,113 - $6,002	91 Added 1.73%	5,361 $340 Million
Q4 2021 Feb 13, 2024	BUY	$63.88 - $71.58 $341,566 - $382,738	5,347 New	5,347 $322 Million

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Account

Evernest Financial Advisors, LLC Utilities Sector Spdr Transaction History