A detailed history of Hudson Valley Investment Advisors Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hudson Valley Investment Advisors Inc holds 26,056 shares of XLU stock, worth $2.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
26,056
Previous 25,880 0.68%
Holding current value
$2.12 Million
Previous $1.7 Million 4.47%
% of portfolio
0.22%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$62.77 - $72.87 $11,047 - $12,825
176 Added 0.68%
26,056 $1.78 Million
Q1 2024

Apr 12, 2024

SELL
$59.95 - $65.65 $10,551 - $11,554
-176 Reduced 0.68%
25,880 $1.7 Million
Q4 2023

Jan 12, 2024

BUY
$56.19 - $65.96 $31,073 - $36,475
553 Added 2.17%
26,056 $1.65 Million
Q3 2023

Oct 27, 2023

BUY
$58.83 - $68.46 $5,177 - $6,024
88 Added 0.35%
25,503 $1.5 Million
Q2 2023

Jul 17, 2023

BUY
$64.34 - $69.97 $47,289 - $51,427
735 Added 2.98%
25,415 $1.66 Million
Q1 2023

Apr 06, 2023

BUY
$63.7 - $72.08 $74,337 - $84,117
1,167 Added 4.96%
24,680 $1.67 Million
Q4 2022

Jan 31, 2023

BUY
$61.52 - $72.67 $29,591 - $34,954
481 Added 2.09%
23,513 $1.66 Million
Q3 2022

Oct 11, 2022

SELL
$65.51 - $78.12 $8,909 - $10,624
-136 Reduced 0.59%
23,032 $1.51 Million
Q2 2022

Jul 18, 2022

BUY
$64.87 - $76.96 $56,761 - $67,340
875 Added 3.92%
23,168 $1.63 Million
Q1 2022

Apr 20, 2022

BUY
$65.03 - $74.54 $1.45 Million - $1.66 Million
22,293 New
22,293 $1.66 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Hudson Valley Investment Advisors Inc Portfolio

Follow Hudson Valley Investment Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hudson Valley Investment Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Hudson Valley Investment Advisors Inc with notifications on news.