M3 Advisory Group, LLC Utilities Sector Spdr Transaction History

M3 Advisory Group, LLC

$145 Billion
Q2 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 8,596 shares of XLU stock, worth $743,983. This represents 0.49% of its overall portfolio holdings.

Number of Shares

8,596

Previous 8,540 0.66%

Holding current value

$743,983

Previous $673 Million 4.24%

% of portfolio

0.49%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$73.09 - $82.77 $4,093 - $4,635	56 Added 0.66%	8,596 $702 Million
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

1,591

Shares Held

153M

Call Options Held

13.6M

Put Options Held

38.6M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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M3 Advisory Group, LLC Utilities Sector Spdr Transaction History