Ever Source Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,228 shares of XLU stock, worth $204,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,228
Previous 2,611 14.67%
Holding current value
$204,730
Previous $205,000 11.71%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$73.09 - $82.77 $27,993 - $31,700
-383 Reduced 14.67%
2,228 $181,000
Q1 2025

May 13, 2025
BUY
$74.7 - $80.27 $118,026 - $126,826
1,580 Added 153.25%
2,611 $205,000
Q4 2024

Feb 07, 2025
BUY
$74.89 - $82.93 $39,467 - $43,704
527 Added 104.56%
1,031 $78,000
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $1,632 - $1,894
-26 Reduced 4.91%
504 $34,000
Q1 2024

Jun 11, 2024
BUY
$59.95 - $65.65 $19,783 - $21,664
330 Added 165.0%
530 $34,000
Q4 2023

Feb 09, 2024
SELL
$56.19 - $65.96 $98,276 - $115,364
-1,749 Reduced 89.74%
200 $12,000
Q3 2023

Nov 03, 2023
SELL
$58.83 - $68.46 $58 - $68
-1 Reduced 0.05%
1,949 $114,000
Q2 2023

Aug 04, 2023
SELL
$64.34 - $69.97 $28,116 - $30,576
-437 Reduced 18.31%
1,950 $127,000
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $138,866 - $157,134
2,180 Added 1053.14%
2,387 $161,000
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $12,734 - $15,042
207 New
207 $14,000
Q2 2022

Aug 01, 2022
SELL
$64.87 - $76.96 $8,433 - $10,004
-130 Closed
0 $0
Q1 2022

May 25, 2022
SELL
$65.03 - $74.54 $2,471 - $2,832
-38 Reduced 22.62%
130 $10,000
Q4 2021

Feb 07, 2022
BUY
$63.88 - $71.58 $10,731 - $12,025
168 New
168 $12,000

Others Institutions Holding XLU

# of Institutions
1,629
Shares Held
152M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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