Jfs Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,122 shares of XLU stock, worth $104,233. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,122
Previous 1,121 0.09%
Holding current value
$104,233
Previous $88,000 3.41%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$73.09 - $82.77 $73 - $82
1 Added 0.09%
1,122 $91,000
Q4 2024

Jan 30, 2025
SELL
$74.89 - $82.93 $88,744 - $98,272
-1,185 Reduced 51.39%
1,121 $84,000
Q3 2024

Oct 25, 2024
BUY
$67.67 - $80.78 $43,105 - $51,456
637 Added 38.17%
2,306 $186,000
Q2 2024

Jul 15, 2024
BUY
$62.77 - $72.87 $65,531 - $76,076
1,044 Added 167.04%
1,669 $113,000
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $3,956 - $4,332
66 Added 11.81%
625 $41,000
Q4 2023

Feb 07, 2024
SELL
$56.19 - $65.96 $32,084 - $37,663
-571 Reduced 50.53%
559 $35,000
Q2 2023

Aug 07, 2023
SELL
$64.34 - $69.97 $1,608 - $1,749
-25 Reduced 2.16%
1,130 $73,000
Q1 2023

Apr 19, 2023
SELL
$63.7 - $72.08 $32,168 - $36,400
-505 Reduced 30.42%
1,155 $78,000
Q4 2022

Feb 13, 2023
SELL
$61.52 - $72.67 $423,626 - $500,405
-6,886 Reduced 80.58%
1,660 $117,000
Q3 2022

Oct 21, 2022
BUY
$65.51 - $78.12 $45,922 - $54,762
701 Added 8.94%
8,546 $560,000
Q2 2022

Aug 02, 2022
BUY
$64.87 - $76.96 $29,645 - $35,170
457 Added 6.19%
7,845 $550,000
Q1 2022

May 02, 2022
BUY
$65.03 - $74.54 $65 - $74
1 Added 0.01%
7,388 $550,000
Q4 2021

Feb 03, 2022
BUY
$63.88 - $71.58 $151,140 - $169,358
2,366 Added 47.12%
7,387 $529,000
Q3 2021

Nov 09, 2021
BUY
$63.56 - $70.07 $319,134 - $351,821
5,021 New
5,021 $321,000
Q4 2020

Feb 01, 2021
SELL
$59.98 - $66.76 $2,699 - $3,004
-45 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
$56.7 - $61.49 $2,551 - $2,767
45 New
45 $3,000
Q2 2018

Jul 26, 2018
SELL
N/A
-32 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
22 Added 220.0%
32 $2,000
Q4 2017

Jan 31, 2018
BUY
N/A
10
10 $1,000

Others Institutions Holding XLU

# of Institutions
1,626
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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