Foundations Investment Advisors, LLC Utilities Sector Spdr Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

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 35,722 shares of XLU stock, worth $2.84 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
35,722
Previous 45,247 21.05%
Holding current value
$2.84 Million
Previous $3.66 Million 26.05%
% of portfolio
0.06%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,516
Shares Held
155M
Call Options Held
14.9M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

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