Moneco Advisors, LLC Utilities Sector Spdr Transaction History

Moneco Advisors, LLC

  • $1.14 Billion
  • Q3 2025

A detailed history of Moneco Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moneco Advisors, LLC holds 7,168 shares of XLU stock, worth $636,231. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,168
Previous 7,059 1.54%
Holding current value
$636,231
Previous $576,000 8.51%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$81.14 - $87.32 $8,844 - $9,517
109 Added 1.54%
7,168 $625,000
Q2 2025

Aug 13, 2025
BUY
$73.09 - $82.77 $64,538 - $73,085
883 Added 14.3%
7,059 $576,000
Q1 2025

Aug 15, 2025
SELL
$74.7 - $80.27 $984,919 - $1.06 Million
-13,185 Reduced 68.1%
6,176 $486,000
Q1 2025

May 08, 2025
SELL
$74.7 - $80.27 $977,524 - $1.05 Million
-13,086 Reduced 67.94%
6,176 $486,000
Q4 2024

Aug 15, 2025
BUY
$74.89 - $82.93 $921,296 - $1.02 Million
12,302 Added 174.27%
19,361 $1.47 Million
Q4 2024

Feb 03, 2025
BUY
$74.89 - $82.93 $302,031 - $334,456
4,033 Added 26.48%
19,262 $1.46 Million
Q3 2024

Oct 24, 2024
BUY
$67.67 - $80.78 $554,217 - $661,588
8,190 Added 116.35%
15,229 $1.23 Million
Q2 2024

Jul 19, 2024
BUY
$62.77 - $72.87 $441,838 - $512,931
7,039 New
7,039 $479,000
Q3 2023

Mar 13, 2024
BUY
$58.83 - $68.46 $259,499 - $301,977
4,411 Added 92.07%
9,202 $542,000
Q3 2023

Nov 03, 2023
BUY
$58.83 - $68.46 $257,145 - $299,238
4,371 Added 91.23%
9,162 $539,000
Q2 2023

Mar 13, 2024
BUY
$64.34 - $69.97 $308,252 - $335,226
4,791 New
4,791 $313,000
Q2 2023

Aug 02, 2023
BUY
$64.34 - $69.97 $5,726 - $6,227
89 Added 1.89%
4,791 $313,000
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $90,708 - $102,641
1,424 Added 43.44%
4,702 $318,000
Q4 2022

Jan 27, 2023
BUY
$61.52 - $72.67 $201,662 - $238,212
3,278 New
3,278 $231,000

Others Institutions Holding XLU

# of Institutions
1,669
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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