Mba Advisors LLC Utilities Sector Spdr Transaction History

Mba Advisors LLC

$200 Million
Q1 2025

A detailed history of Mba Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mba Advisors LLC holds 3,256 shares of XLU stock, worth $256,898. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,256

Previous 3,351 2.83%

Holding current value

$256,898

Previous $253,000 1.19%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$74.7 - $80.27 $7,096 - $7,625	-95 Reduced 2.83%	3,256 $256,000
Q4 2024 Jan 28, 2025	BUY	$74.89 - $82.93 $250,956 - $277,898	3,351 New	3,351 $253,000
Q2 2023 Jul 21, 2023	SELL	$64.34 - $69.97 $1.03 Million - $1.12 Million	-16,042 Reduced 39.07%	25,015 $1.64 Million
Q1 2023 Apr 20, 2023	BUY	$63.7 - $72.08 $109,755 - $124,193	1,723 Added 4.38%	41,057 $2.78 Million
Q4 2022 Jan 25, 2023	BUY	$61.52 - $72.67 $121,440 - $143,450	1,974 Added 5.28%	39,334 $0
Q3 2022 Oct 31, 2022	BUY	$65.51 - $78.12 $529,058 - $630,897	8,076 Added 27.58%	37,360 $2.45 Million
Q2 2022 Aug 08, 2022	BUY	$64.87 - $76.96 $145,827 - $173,006	2,248 Added 8.31%	29,284 $2.05 Million
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $278,393 - $319,105	4,281 Added 18.81%	27,036 $2.01 Million
Q4 2021 Feb 11, 2022	SELL	$63.88 - $71.58 $281,135 - $315,023	-4,401 Reduced 16.21%	22,755 $1.63 Million
Q3 2021 Nov 16, 2021	BUY	$63.56 - $70.07 $1.73 Million - $1.9 Million	27,156 New	27,156 $1.74 Million

Others Institutions Holding XLU

# of Institutions

1,575

Shares Held

154M

Call Options Held

17.9M

Put Options Held

36.4M

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 Mba Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mba Advisors LLC with notifications on news.

Account