Fortis Group Advisors, LLC Utilities Sector Spdr Transaction History

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025

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 75,651 shares of XLU stock, worth $5.97 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
75,651
Previous 36,358 108.07%
Holding current value
$5.97 Million
Previous $2.75 Billion 116.77%
% of portfolio
1.16%
Previous 0.51%

Shares

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

May 02, 2025
BUY
$74.7 - $80.27 $2.94 Million - $3.15 Million
39,293 Added 108.07%
75,651 $5.97 Billion
Q4 2024

Jan 31, 2025
SELL
$74.89 - $82.93 $12.8 Million - $14.2 Million
-171,251 Reduced 82.49%
36,358 $2.75 Billion
Q3 2024

Oct 21, 2024
BUY
$67.67 - $80.78 $7.13 Million - $8.51 Million
105,398 Added 103.12%
207,609 $16.8 Billion
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $6.06 Million - $7.04 Million
96,576 Added 1713.86%
102,211 $6.96 Billion
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
$56.7 - $61.49 $5.93 Million - $6.44 Million
104,658 New
104,658 $6.21 Million

Others Institutions Holding XLU

# of Institutions
1,576
Shares Held
153M
Call Options Held
18.7M
Put Options Held
38M
View Full List

About UTILITIES SECTOR SPDR

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