A detailed history of Financial Advocates Investment Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial Advocates Investment Management holds 19,843 shares of XLU stock, worth $1.57 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,843
Previous 22,911 13.39%
Holding current value
$1.57 Million
Previous $1.56 Million 2.63%
% of portfolio
0.09%
Previous 0.1%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$67.67 - $80.78 $207,611 - $247,833
-3,068 Reduced 13.39%
19,843 $1.6 Million
Q2 2024

Jul 26, 2024

BUY
$62.77 - $72.87 $287,109 - $333,307
4,574 Added 24.94%
22,911 $1.56 Million
Q1 2024

May 01, 2024

SELL
$59.95 - $65.65 $7,913 - $8,665
-132 Reduced 0.71%
18,337 $1.2 Million
Q4 2023

Feb 08, 2024

SELL
$56.19 - $65.96 $1.32 Million - $1.54 Million
-23,410 Reduced 55.9%
18,469 $1.17 Million
Q3 2023

Oct 27, 2023

BUY
$58.83 - $68.46 $121,895 - $141,849
2,072 Added 5.21%
41,879 $2.47 Million
Q2 2023

Aug 07, 2023

SELL
$64.34 - $69.97 $13,061 - $14,203
-203 Reduced 0.51%
39,807 $2.6 Million
Q1 2023

May 11, 2023

SELL
$63.7 - $72.08 $1.09 Million - $1.23 Million
-17,055 Reduced 29.89%
40,010 $2.71 Million
Q4 2022

Feb 14, 2023

BUY
$61.52 - $72.67 $732,764 - $865,572
11,911 Added 26.38%
57,065 $4.02 Million
Q3 2022

Nov 14, 2022

SELL
$65.51 - $78.12 $362,139 - $431,847
-5,528 Reduced 10.91%
45,154 $2.96 Million
Q2 2022

Aug 12, 2022

BUY
$64.87 - $76.96 $1.1 Million - $1.3 Million
16,933 Added 50.17%
50,682 $3.55 Million
Q1 2022

May 11, 2022

BUY
$65.03 - $74.54 $437,651 - $501,654
6,730 Added 24.91%
33,749 $2.51 Million
Q4 2021

Feb 14, 2022

SELL
$63.88 - $71.58 $68,415 - $76,662
-1,071 Reduced 3.81%
27,019 $1.93 Million
Q3 2021

Nov 04, 2021

BUY
$63.56 - $70.07 $42,648 - $47,016
671 Added 2.45%
28,090 $1.8 Million
Q2 2021

Aug 03, 2021

BUY
$63.23 - $67.72 $320,702 - $343,475
5,072 Added 22.7%
27,419 $1.73 Million
Q1 2021

May 10, 2021

BUY
$58.36 - $64.15 $41,318 - $45,418
708 Added 3.27%
22,347 $1.43 Million
Q4 2020

Feb 12, 2021

BUY
$59.98 - $66.76 $60,219 - $67,027
1,004 Added 4.87%
21,639 $1.68 Million
Q3 2020

Nov 04, 2020

SELL
$56.7 - $61.49 $902,097 - $978,305
-15,910 Reduced 43.54%
20,635 $1.23 Million
Q2 2020

Aug 14, 2020

BUY
$51.79 - $62.83 $1.01 Million - $1.23 Million
19,557 Added 115.12%
36,545 $3.17 Million
Q1 2020

Apr 29, 2020

SELL
$44.93 - $70.98 $617,832 - $976,045
-13,751 Reduced 44.73%
16,988 $941,000
Q4 2019

Feb 13, 2020

BUY
$61.37 - $64.82 $347,661 - $367,205
5,665 Added 22.59%
30,739 $1.99 Million
Q3 2019

Nov 13, 2019

SELL
$62.5 - $64.93 $271,250 - $281,796
-4,340 Reduced 14.75%
25,074 $1.63 Million
Q2 2019

Aug 08, 2019

BUY
N/A
20,024 Added 213.25%
29,414 $1.75 Million
Q1 2019

May 16, 2019

BUY
N/A
1,744 Added 22.81%
9,390 $546,000
Q4 2018

Feb 14, 2019

BUY
N/A
645 Added 9.21%
7,646 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-331 Reduced 4.51%
7,001 $0
Q2 2018

Aug 09, 2018

BUY
N/A
96 Added 1.33%
7,332 $384,000
Q1 2018

May 11, 2018

SELL
N/A
-6,367 Reduced 46.81%
7,236 $366,000
Q4 2017

Feb 15, 2018

BUY
N/A
13,603
13,603 $717,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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