M3 Advisory Group, LLC Utilities Sector Spdr Transaction History

M3 Advisory Group, LLC

$127 Billion
Q1 2025

A detailed history of M3 Advisory Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 8,540 shares of XLU stock, worth $673,806. This represents 0.53% of its overall portfolio holdings.

Number of Shares

8,540

Previous 8,561 0.25%

Holding current value

$673,806

Previous $648 Million 3.92%

% of portfolio

0.53%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$74.7 - $80.27 $1,568 - $1,685	-21 Reduced 0.25%	8,540 $673 Million
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $42,013 - $46,523	561 Added 7.01%	8,561 $648 Million
Q3 2024 Oct 17, 2024	BUY	$67.67 - $80.78 $5,278 - $6,300	78 Added 0.98%	8,000 $646 Million
Q2 2024 Jul 19, 2024	SELL	$62.77 - $72.87 $49,462 - $57,421	-788 Reduced 9.05%	7,922 $540 Million
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.65 $1,558 - $1,706	26 Added 0.3%	8,710 $572 Million
Q4 2023 Mar 19, 2024	BUY	$56.19 - $65.96 $487,953 - $572,796	8,684 New	8,684 $550 Million

Others Institutions Holding XLU

# of Institutions

1,566

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

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Account

M3 Advisory Group, LLC Utilities Sector Spdr Transaction History