Forvis Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,069 shares of XLU stock, worth $1.11 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,069
Previous 12,248 1.46%
Holding current value
$1.11 Million
Previous $965,000 2.07%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$73.09 - $82.77 $13,083 - $14,815
-179 Reduced 1.46%
12,069 $985,000
Q1 2025

May 13, 2025
SELL
$74.7 - $80.27 $19,123 - $20,549
-256 Reduced 2.05%
12,248 $965,000
Q3 2024

Nov 14, 2024
SELL
$67.67 - $80.78 $43,308 - $51,699
-640 Reduced 4.87%
12,504 $1.01 Million
Q2 2024

Aug 09, 2024
SELL
$62.77 - $72.87 $82,228 - $95,459
-1,310 Reduced 9.06%
13,144 $895,000
Q1 2024

Apr 19, 2024
SELL
$59.95 - $65.65 $4,855 - $5,317
-81 Reduced 0.56%
14,454 $948,000
Q4 2023

Jan 11, 2024
SELL
$56.19 - $65.96 $48,604 - $57,055
-865 Reduced 5.62%
14,535 $920,000
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $30,826 - $35,873
524 Added 3.52%
15,400 $907,000
Q2 2023

Aug 08, 2023
SELL
$64.34 - $69.97 $60,994 - $66,331
-948 Reduced 5.99%
14,876 $973,000
Q1 2023

Apr 26, 2023
BUY
$63.7 - $72.08 $5,350 - $6,054
84 Added 0.53%
15,824 $1.07 Million
Q4 2022

Feb 02, 2023
SELL
$61.52 - $72.67 $72,716 - $85,895
-1,182 Reduced 6.98%
15,740 $1.11 Million
Q1 2022

May 10, 2022
BUY
$65.03 - $74.54 $56,576 - $64,849
870 Added 5.42%
16,922 $1.26 Million
Q4 2021

Jan 14, 2022
SELL
$63.88 - $71.58 $36,731 - $41,158
-575 Reduced 3.46%
16,052 $1.15 Million
Q3 2021

Oct 14, 2021
SELL
$63.56 - $70.07 $2,860 - $3,153
-45 Reduced 0.27%
16,627 $1.06 Million
Q2 2021

Jul 14, 2021
SELL
$63.23 - $67.72 $138,789 - $148,645
-2,195 Reduced 11.63%
16,672 $1.05 Million
Q1 2021

Apr 23, 2021
BUY
$58.36 - $64.15 $58,360 - $64,150
1,000 Added 5.6%
18,867 $1.21 Million
Q4 2020

Jan 22, 2021
BUY
$59.98 - $66.76 $59,980 - $66,760
1,000 Added 5.93%
17,867 $1.12 Million
Q3 2020

Nov 05, 2020
SELL
$56.7 - $61.49 $89,926 - $97,523
-1,586 Reduced 8.59%
16,867 $1 Million
Q2 2020

Jul 15, 2020
SELL
$51.79 - $62.83 $115,439 - $140,048
-2,229 Reduced 10.78%
18,453 $1.04 Million
Q1 2020

Apr 10, 2020
SELL
$44.93 - $70.98 $84,648 - $133,726
-1,884 Reduced 8.35%
20,682 $1.15 Million
Q4 2019

Jan 13, 2020
SELL
$61.37 - $64.82 $55,908 - $59,051
-911 Reduced 3.88%
22,566 $1.46 Million
Q3 2019

Oct 29, 2019
SELL
$62.5 - $64.93 $687 - $714
-11 Reduced 0.05%
23,477 $1.52 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-90 Reduced 0.38%
23,488 $1.4 Million
Q1 2019

Apr 10, 2019
BUY
N/A
495 Added 2.14%
23,578 $1.37 Million
Q4 2018

Jan 15, 2019
BUY
N/A
1,280 Added 5.87%
23,083 $1.22 Million
Q3 2018

Oct 09, 2018
BUY
N/A
1,378 Added 6.75%
21,803 $1.15 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-320 Reduced 1.54%
20,425 $1.06 Million
Q1 2018

May 25, 2018
SELL
N/A
-810 Reduced 3.76%
20,745 $1.05 Million
Q1 2018

Apr 20, 2018
BUY
N/A
3,799 Added 21.4%
21,555 $1.1 Million
Q4 2017

Jan 18, 2018
BUY
N/A
1,788 Added 11.2%
17,756 $935,000
Q3 2017

Oct 13, 2017
BUY
N/A
15,968
15,968 $847,000

Others Institutions Holding XLU

# of Institutions
1,634
Shares Held
154M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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