M3 Advisory Group, LLC Utilities Sector Spdr Transaction History

M3 Advisory Group, LLC

  • $140 Billion
  • Q4 2024

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 8,561 shares of XLU stock, worth $677,175. This represents 0.46% of its overall portfolio holdings.

Number of Shares
8,561
Previous 8,000 7.01%
Holding current value
$677,175
Previous $646 Million 0.26%
% of portfolio
0.46%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

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