Ifp Advisors, Inc Utilities Sector Spdr Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ifp Advisors, Inc holds 71,025 shares of XLU stock, worth $5.54 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

71,025

Previous 61,373 15.73%

Holding current value

$5.54 Million

Previous $4.96 Million 8.43%

% of portfolio

0.18%

Previous 0.19%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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