Interactive Financial Advisors Utilities Sector Spdr Transaction History

Interactive Financial Advisors

$182 Million
Q1 2025

A detailed history of Interactive Financial Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Interactive Financial Advisors holds 25,344 shares of XLU stock, worth $2 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

25,344

Previous 24,740 2.44%

Holding current value

$2 Million

Previous $1.87 Million 6.73%

% of portfolio

1.1%

Previous 1.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$74.7 - $80.27 $45,118 - $48,483	604 Added 2.44%	25,344 $2 Million
Q4 2024 Feb 06, 2025	BUY	$74.89 - $82.93 $71,969 - $79,695	961 Added 4.04%	24,740 $1.87 Million
Q3 2024 Oct 30, 2024	BUY	$67.67 - $80.78 $8,594 - $10,259	127 Added 0.54%	23,779 $1.92 Million
Q2 2024 Aug 02, 2024	SELL	$62.77 - $72.87 $72,750 - $84,456	-1,159 Reduced 4.67%	23,652 $1.61 Million
Q1 2024 May 03, 2024	BUY	$59.95 - $65.65 $925,747 - $1.01 Million	15,442 Added 164.82%	24,811 $1.63 Million
Q4 2023 Feb 05, 2024	SELL	$56.19 - $65.96 $936,237 - $1.1 Million	-16,662 Reduced 64.01%	9,369 $593,000
Q3 2023 Oct 26, 2023	SELL	$58.83 - $68.46 $235,320 - $273,840	-4,000 Reduced 13.32%	26,031 $1.53 Million
Q2 2023 Jul 31, 2023	SELL	$64.34 - $69.97 $394,339 - $428,846	-6,129 Reduced 16.95%	30,031 $1.97 Million
Q1 2023 Apr 26, 2023	BUY	$63.7 - $72.08 $42,742 - $48,365	671 Added 1.89%	36,160 $2.45 Million
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $102,369 - $120,922	1,664 Added 4.92%	35,489 $2.5 Million
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $485,625 - $579,103	7,413 Added 28.07%	33,825 $2.22 Million
Q2 2022 Aug 10, 2022	SELL	$64.87 - $76.96 $50,403 - $59,797	-777 Reduced 2.86%	26,412 $1.85 Million
Q1 2022 May 09, 2022	BUY	$65.03 - $74.54 $589,041 - $675,183	9,058 Added 49.96%	27,189 $1.52 Million
Q4 2021 Feb 11, 2022	SELL	$63.88 - $71.58 $894 - $1,002	-14 Reduced 0.08%	18,131 $1.3 Million
Q3 2021 Nov 09, 2021	BUY	$63.56 - $70.07 $6,165 - $6,796	97 Added 0.54%	18,145 $1.16 Million
Q2 2021 Jul 30, 2021	SELL	$63.23 - $67.72 $18,652 - $19,977	-295 Reduced 1.61%	18,048 $1.14 Million
Q1 2021 May 11, 2021	SELL	$58.36 - $64.15 $50,948 - $56,002	-873 Reduced 4.54%	18,343 $1.18 Million
Q4 2020 Jan 21, 2021	SELL	$59.98 - $66.76 $144,551 - $160,891	-2,410 Reduced 11.14%	19,216 $1.2 Million
Q3 2020 Oct 29, 2020	SELL	$56.7 - $61.49 $253,222 - $274,614	-4,466 Reduced 17.12%	21,626 $1.28 Million
Q2 2020 Jul 27, 2020	SELL	$51.79 - $62.83 $168,938 - $204,951	-3,262 Reduced 11.11%	26,092 $1.47 Million
Q1 2020 May 05, 2020	BUY	$44.93 - $70.98 $235,837 - $372,574	5,249 Added 21.78%	29,354 $1.63 Million
Q4 2019 Jan 27, 2020	BUY	$61.37 - $64.82 $27,186 - $28,715	443 Added 1.87%	24,105 $1.56 Million
Q3 2019 Oct 24, 2019	BUY	$62.5 - $64.93 $80,937 - $84,084	1,295 Added 5.79%	23,662 $1.53 Million
Q2 2019 Jul 17, 2019	BUY	N/A	1,769 Added 8.59%	22,367 $1.33 Million
Q1 2019 May 06, 2019	BUY	N/A	1,287 Added 6.66%	20,598 $1.2 Million
Q4 2018 Feb 05, 2019	BUY	N/A	4,855 Added 33.58%	19,311 $1.02 Million
Q3 2018 Nov 15, 2018	BUY	N/A	21 Added 0.15%	14,456 $761,000
Q2 2018 Jul 19, 2018	SELL	N/A	-5,272 Reduced 26.75%	14,435 $750,000
Q1 2018 Apr 17, 2018	SELL	N/A	-4,208 Reduced 17.6%	19,707 $996,000
Q4 2017 Jan 22, 2018	BUY	N/A	512 Added 2.19%	23,915 $1.26 Million
Q3 2017 Oct 12, 2017	BUY	N/A	23,403	23,403 $1.24 Million

Others Institutions Holding XLU

# of Institutions

1,569

Shares Held

154M

Call Options Held

18.8M

Put Options Held

38M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Interactive Financial Advisors Utilities Sector Spdr Transaction History