Evolution Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 81,369 shares of XLU stock, worth $6.88 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
81,369
Holding current value
$6.88 Million
% of portfolio
1.1%

Shares

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

May 09, 2025
BUY
$74.7 - $80.27 $6.08 Million - $6.53 Million
81,369 New
81,369 $6.42 Million
Q3 2021

Nov 09, 2021
SELL
$63.56 - $70.07 $83,072 - $91,581
-1,307 Closed
0 $0
Q2 2021

Jul 22, 2021
BUY
$63.23 - $67.72 $54,314 - $58,171
859 Added 191.74%
1,307 $83,000
Q1 2021

Apr 20, 2021
BUY
$58.36 - $64.15 $3,034 - $3,335
52 Added 13.13%
448 $29,000
Q4 2020

Feb 02, 2021
BUY
$59.98 - $66.76 $23,752 - $26,436
396 New
396 $25,000
Q1 2020

Apr 22, 2020
SELL
$44.93 - $70.98 $8,312 - $13,131
-185 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$61.37 - $64.82 $11,353 - $11,991
185 New
185 $12,000

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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