Fortis Group Advisors, LLC Utilities Sector Spdr Transaction History

Fortis Group Advisors, LLC

  • $543 Billion
  • Q1 2024

A detailed history of Fortis Group Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 5,635 shares of XLU stock, worth $391,463. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,635
Previous 6,608 14.72%
Holding current value
$391,463
Previous $438 Million 15.52%
% of portfolio
0.07%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$59.95 - $65.65 $58,331 - $63,877
-973 Reduced 14.72%
5,635 $370 Million
Q4 2023

Mar 04, 2024
BUY
$56.19 - $65.96 $60,853 - $71,434
1,083 Added 19.6%
6,608 $438 Million
Q3 2023

Dec 01, 2023
SELL
$58.83 - $68.46 $662,719 - $771,201
-11,265 Reduced 67.09%
5,525 $365 Million
Q2 2023

Jul 18, 2023
SELL
$64.34 - $69.97 $2.37 Million - $2.58 Million
-36,872 Reduced 68.71%
16,790 $1.1 Billion
Q1 2023

May 26, 2023
SELL
$63.7 - $72.08 $3.25 Million - $3.68 Million
-50,996 Reduced 48.73%
53,662 $3.7 Billion
Q3 2020

Nov 17, 2020
BUY
N/A
104,658 New
104,658 $6.21 Million

Others Institutions Holding XLU

# of Institutions
1,253
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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