Financial Advocates Investment Management Utilities Sector Spdr Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

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 52,754 shares of XLU stock, worth $4.17 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

52,754

Previous 19,843 165.86%

Holding current value

$4.17 Million

Previous $1.6 Million 149.19%

% of portfolio

0.23%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$74.89 - $82.93 $2.46 Million - $2.73 Million	32,911 Added 165.86%	52,754 $3.99 Million
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

# of Institutions

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

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About UTILITIES SECTOR SPDR

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Financial Advocates Investment Management Utilities Sector Spdr Transaction History