Laurel Wealth Advisors, Inc. Utilities Sector Spdr Transaction History

Laurel Wealth Advisors, Inc.

  • $1.01 Billion
  • Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 68,155 shares of XLU stock, worth $5.58 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
68,155
Previous 62,514 9.02%
Holding current value
$5.58 Million
Previous $4.1 Million 17.34%
% of portfolio
0.47%
Previous 0.44%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $347,034 - $409,931
5,641 Added 9.02%
68,155 $4.81 Million
Q3 2022

Nov 14, 2022
SELL
$65.51 - $78.12 $543,274 - $647,849
-8,293 Reduced 11.71%
62,514 $4.1 Million
Q2 2022

Aug 12, 2022
SELL
$64.87 - $76.96 $67,205 - $79,730
-1,036 Reduced 1.44%
70,807 $4.97 Million
Q1 2022

May 13, 2022
SELL
$65.03 - $74.54 $396,032 - $453,948
-6,090 Reduced 7.81%
71,843 $5.35 Million
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $3.69 Million - $4.14 Million
57,768 Added 286.48%
77,933 $5.58 Million
Q3 2021

Nov 12, 2021
SELL
$63.56 - $70.07 $96,356 - $106,226
-1,516 Reduced 6.99%
20,165 $1.29 Million
Q2 2021

Aug 16, 2021
BUY
$63.23 - $67.72 $38,823 - $41,580
614 Added 2.91%
21,681 $1.37 Million
Q1 2021

May 14, 2021
SELL
$58.36 - $64.15 $106,915 - $117,522
-1,832 Reduced 8.0%
21,067 $1.35 Million
Q4 2020

Mar 03, 2021
BUY
$59.98 - $66.76 $119 - $133
2 Added 0.01%
22,899 $1.44 Million
Q3 2020

Nov 13, 2020
BUY
$56.7 - $61.49 $17,917 - $19,430
316 Added 1.4%
22,897 $1.36 Million
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $21,026 - $25,508
-406 Reduced 1.77%
22,581 $1.27 Million
Q1 2020

May 15, 2020
SELL
$44.93 - $70.98 $9,749 - $15,402
-217 Reduced 0.94%
22,987 $1.27 Million
Q4 2019

Feb 13, 2020
SELL
$61.37 - $64.82 $61,370 - $64,819
-1,000 Reduced 4.13%
23,204 $1.5 Million
Q3 2019

Nov 13, 2019
BUY
$62.5 - $64.93 $89,062 - $92,525
1,425 Added 6.26%
24,204 $1.57 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,178 Added 5.45%
22,779 $1.36 Million
Q1 2019

May 16, 2019
BUY
N/A
1,272 Added 6.26%
21,601 $1.26 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-2,093 Reduced 9.33%
20,329 $0
Q3 2018

Nov 15, 2018
BUY
N/A
1,696 Added 8.18%
22,422 $1.18 Million
Q2 2018

Aug 20, 2018
BUY
N/A
102 Added 0.49%
20,726 $1.08 Million
Q1 2018

May 16, 2018
SELL
N/A
-3,558 Reduced 14.71%
20,624 $1.04 Million
Q4 2017

Feb 15, 2018
SELL
N/A
-607 Reduced 2.45%
24,182 $1.27 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,285 Added 5.47%
24,789 $1.32 Million
Q2 2017

Aug 15, 2017
BUY
N/A
23,504
23,504 $1.22 Million

Others Institutions Holding XLU

# of Institutions
1,572
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Laurel Wealth Advisors, Inc. Portfolio

Follow Laurel Wealth 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 Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email