Foundations Investment Advisors, LLC Utilities Sector Spdr Transaction History

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,536 shares of XLU stock, worth $761,155. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,536

Previous 45,084 81.07%

Holding current value

$761,155

Previous $3.68 Million 79.79%

% of portfolio

0.01%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$81.14 - $87.32 $2.97 Million - $3.19 Million	-36,548 Reduced 81.07%	8,536 $744,000
Q2 2025 Aug 08, 2025	SELL	$73.09 - $82.77 $369,616 - $418,567	-5,057 Reduced 10.09%	45,084 $3.68 Million
Q1 2025 May 07, 2025	BUY	$74.7 - $80.27 $1.08 Million - $1.16 Million	14,419 Added 40.36%	50,141 $3.95 Million
Q4 2024 Jan 22, 2025	SELL	$74.89 - $82.93 $713,327 - $789,908	-9,525 Reduced 21.05%	35,722 $2.7 Million
Q3 2024 Oct 21, 2024	BUY	$67.67 - $80.78 $89,324 - $106,629	1,320 Added 3.0%	45,247 $3.66 Million
Q2 2024 Aug 02, 2024	BUY	$62.77 - $72.87 $883,362 - $1.03 Million	14,073 Added 47.14%	43,927 $2.99 Million
Q1 2024 May 13, 2024	SELL	$59.95 - $65.65 $37,348 - $40,899	-623 Reduced 2.04%	29,854 $1.96 Million
Q4 2023 Feb 08, 2024	BUY	$56.19 - $65.96 $1.45 Million - $1.7 Million	25,832 Added 556.12%	30,477 $1.93 Million
Q3 2023 Oct 05, 2023	SELL	$58.83 - $68.46 $776,497 - $903,603	-13,199 Reduced 73.97%	4,645 $273,000
Q2 2023 Jul 19, 2023	SELL	$64.34 - $69.97 $3.13 Million - $3.4 Million	-48,594 Reduced 73.14%	17,844 $1.17 Million
Q1 2023 Apr 25, 2023	SELL	$63.7 - $72.08 $1.69 Million - $1.91 Million	-26,549 Reduced 28.55%	66,438 $4.5 Million
Q4 2022 Jan 11, 2023	BUY	$61.52 - $72.67 $857,035 - $1.01 Million	13,931 Added 17.62%	92,987 $0
Q3 2022 Oct 19, 2022	BUY	$65.51 - $78.12 $962,341 - $1.15 Million	14,690 Added 22.82%	79,056 $5.18 Million
Q2 2022 Jul 08, 2022	BUY	$64.87 - $76.96 $3.01 Million - $3.57 Million	46,345 Added 257.17%	64,366 $4.51 Million
Q1 2022 Apr 19, 2022	SELL	$65.03 - $74.54 $21,915 - $25,119	-337 Reduced 1.84%	18,021 $1.37 Million
Q4 2021 Jan 21, 2022	SELL	$63.88 - $71.58 $98,311 - $110,161	-1,539 Reduced 7.73%	18,358 $1.28 Million
Q3 2021 Oct 13, 2021	BUY	$63.56 - $70.07 $756,173 - $833,622	11,897 Added 148.71%	19,897 $1.29 Million
Q2 2021 Jul 14, 2021	SELL	$63.23 - $67.72 $45,209 - $48,419	-715 Reduced 8.2%	8,000 $517,000
Q1 2021 Apr 09, 2021	BUY	$58.36 - $64.15 $66,121 - $72,681	1,133 Added 14.94%	8,715 $566,000
Q4 2020 Jan 13, 2021	BUY	$59.98 - $66.76 $454,768 - $506,174	7,582 New	7,582 $473,000
Q1 2020 Apr 06, 2020	SELL	$44.93 - $70.98 $832,103 - $1.31 Million	-18,520 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$61.37 - $64.82 $4,602 - $4,861	75 Added 0.41%	18,520 $1.19 Million
Q3 2019 Oct 07, 2019	BUY	$62.5 - $64.93 $284,812 - $295,886	4,557 Added 32.81%	18,445 $1.18 Million
Q2 2019 Jul 08, 2019	SELL	N/A	-126,875 Reduced 90.13%	13,888 $843,000
Q1 2019 Apr 08, 2019	BUY	N/A	140,763 New	140,763 $8.19 Million

Others Institutions Holding XLU

# of Institutions

1,653

Shares Held

157M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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Foundations Investment Advisors, LLC Utilities Sector Spdr Transaction History