Ifp Advisors, Inc Utilities Sector Spdr Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ifp Advisors, Inc holds 69,229 shares of XLU stock, worth $6.17 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

69,229

Previous 69,595 0.53%

Holding current value

$6.17 Million

Previous $5.49 Million 3.03%

% of portfolio

0.17%

Previous 0.18%

39 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$73.09 - $82.77 $26,750 - $30,293	-366 Reduced 0.53%	69,229 $5.65 Million
Q1 2025 May 05, 2025	SELL	$74.7 - $80.27 $106,821 - $114,786	-1,430 Reduced 2.01%	69,595 $5.49 Million
Q4 2024 Feb 04, 2025	BUY	$74.89 - $82.93 $722,838 - $800,440	9,652 Added 15.73%	71,025 $5.38 Million
Q3 2024 Feb 04, 2025	BUY	$67.67 - $80.78 $1.14 Million - $1.36 Million	16,824 Added 37.77%	61,373 $4.96 Million
Q2 2024 Jul 30, 2024	BUY	$62.77 - $72.87 $758,700 - $880,779	12,087 Added 37.23%	44,549 $3.04 Million
Q1 2024 Jul 30, 2024	BUY	$59.95 - $65.65 $1.05 Million - $1.15 Million	17,498 Added 116.93%	32,462 $2.13 Million
Q4 2023 Jan 09, 2024	SELL	$56.19 - $65.96 $11.2 Million - $13.2 Million	-200,115 Reduced 93.04%	14,964 $947,000
Q3 2023 Oct 12, 2023	SELL	$58.83 - $68.46 $10.6 Million - $12.3 Million	-179,919 Reduced 45.55%	215,079 $12.7 Million
Q2 2023 Aug 04, 2023	SELL	$64.34 - $69.97 $896,449 - $974,892	-13,933 Reduced 3.41%	394,998 $25.8 Million
Q1 2023 Apr 18, 2023	SELL	$63.7 - $72.08 $6.67 Million - $7.54 Million	-104,664 Reduced 20.38%	408,931 $27.7 Million
Q4 2022 Feb 07, 2023	BUY	$61.52 - $72.67 $12.2 Million - $14.4 Million	198,616 Added 63.06%	513,595 $21.4 Million
Q3 2022 Nov 08, 2022	BUY	$65.51 - $78.12 $2.8 Million - $3.34 Million	42,737 Added 15.7%	314,979 $13.2 Million
Q2 2022 Sep 06, 2022	BUY	$64.87 - $76.96 $17.7 Million - $21 Million	272,242 New	272,242 $11.4 Million
Q2 2022 Aug 12, 2022	SELL	$64.87 - $76.96 $17.7 Million - $21 Million	-272,242 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$65.03 - $74.54 $9.79 Million - $11.2 Million	150,615 Added 123.83%	272,242 $0
Q1 2022 Aug 08, 2022	BUY	$65.03 - $74.54 $222,142 - $254,628	3,416 Added 2.89%	121,627 $0
Q4 2021 Jan 12, 2022	BUY	$63.88 - $71.58 $1,469 - $1,646	23 Added 0.02%	118,211 $8.48 Million
Q3 2021 Oct 06, 2021	BUY	$63.56 - $70.07 $873,060 - $962,481	13,736 Added 13.15%	118,188 $7.56 Million
Q2 2021 Jul 13, 2021	BUY	$63.23 - $67.72 $282,195 - $302,234	4,463 Added 4.46%	104,452 $6.6 Million
Q1 2021 Apr 30, 2021	BUY	$58.36 - $64.15 $601,866 - $661,578	10,313 Added 11.5%	99,989 $6.4 Million
Q4 2020 Jan 25, 2021	BUY	$59.98 - $66.76 $1.18 Million - $1.32 Million	19,711 Added 28.17%	89,676 $5.62 Million
Q3 2020 Oct 29, 2020	BUY	$56.7 - $61.49 $3.41 Million - $3.7 Million	60,226 Added 618.4%	69,965 $4.16 Million
Q2 2020 Aug 05, 2020	SELL	$51.79 - $62.83 $17,660 - $21,425	-341 Reduced 3.38%	9,739 $547,000
Q1 2020 May 12, 2020	SELL	$44.93 - $70.98 $8.15 Million - $12.9 Million	-181,446 Reduced 94.74%	10,080 $562,000
Q4 2019 Jan 17, 2020	BUY	$61.37 - $64.82 $6,566 - $6,935	107 Added 0.06%	191,526 $12.3 Million
Q3 2019 Nov 07, 2019	BUY	$62.5 - $64.93 $11.5 Million - $11.9 Million	183,913 Added 2450.21%	191,419 $12.4 Million
Q1 2019 May 15, 2019	SELL	N/A	-160,404 Reduced 95.53%	7,506 $438,000
Q4 2018 Jan 23, 2019	BUY	N/A	19,670 Added 13.27%	167,910 $0
Q3 2018 Oct 25, 2018	BUY	N/A	33,757 Added 29.49%	148,240 $0
Q2 2018 Aug 07, 2018	BUY	N/A	49,815 Added 77.03%	114,483 $0
Q1 2018 Jun 03, 2019	BUY	N/A	13,515 Added 26.42%	64,668 $3.41 Million
Q1 2018 May 09, 2018	SELL	N/A	-13,515 Reduced 20.9%	51,153 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-1,357 Reduced 2.06%	64,668 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-401 Reduced 0.6%	66,025 $3.5 Million
Q2 2017 Jun 03, 2019	BUY	N/A	3,601 Added 5.73%	66,426 $3.45 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-10,043 Reduced 13.78%	62,825 $3.22 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-2,164 Reduced 2.88%	72,868 $3.54 Million
Q2 2016 Jun 03, 2019	BUY	N/A	67,526 Added 899.63%	75,032 $3.94 Million
Q1 2016 Jun 03, 2019	BUY	N/A	7,506	7,506 $438,000

Others Institutions Holding XLU

# of Institutions

1,649

Shares Held

155M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account