Moneta Group Investment Advisors LLC Utilities Sector Spdr Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,633 shares of XLU stock, worth $571,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,633
Previous 7,730 14.19%
Holding current value
$571,631
Previous $585,000 10.6%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$74.7 - $80.27 $81,945 - $88,056
-1,097 Reduced 14.19%
6,633 $523,000
Q4 2024

Feb 11, 2025
BUY
$74.89 - $82.93 $73,092 - $80,939
976 Added 14.45%
7,730 $585,000
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $69,361 - $82,799
1,025 Added 17.89%
6,754 $545,000
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $16,822 - $19,529
268 Added 4.91%
5,729 $390,000
Q1 2024

Aug 13, 2024
BUY
$59.95 - $65.65 $29,735 - $32,562
496 Added 9.99%
5,461 $358,000
Q4 2023

Feb 15, 2024
SELL
$56.19 - $65.96 $6,742 - $7,915
-120 Reduced 2.36%
4,965 $314,000
Q3 2023

Nov 15, 2023
SELL
$58.83 - $68.46 $7,236 - $8,420
-123 Reduced 2.36%
5,085 $299,000
Q2 2023

Aug 15, 2023
SELL
$64.34 - $69.97 $15,184 - $16,512
-236 Reduced 4.34%
5,208 $340,000
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $24,651 - $27,894
-387 Reduced 6.64%
5,444 $368,000
Q4 2022

Feb 16, 2023
SELL
$61.52 - $72.67 $332 Million - $392 Million
-5,390,363 Reduced 99.93%
4,020 $283,000
Q4 2022

Feb 16, 2023
BUY
$61.52 - $72.67 $111,412 - $131,605
1,811 Added 45.05%
5,831 $411,000
Q4 2022

Feb 15, 2023
BUY
$61.52 - $72.67 $331 Million - $392 Million
5,387,880 Added 82852.22%
5,394,383 $380 Million
Q3 2022

Nov 14, 2022
SELL
$65.51 - $78.12 $16,770 - $19,998
-256 Reduced 3.79%
6,503 $426,000
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $20,304 - $24,088
313 Added 4.86%
6,759 $474,000
Q1 2022

May 11, 2022
SELL
$65.03 - $74.54 $8,714 - $9,988
-134 Reduced 2.04%
6,446 $480,000
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $25,360 - $28,417
397 Added 6.42%
6,580 $471,000
Q3 2021

Nov 12, 2021
BUY
$63.56 - $70.07 $101,505 - $111,901
1,597 Added 34.82%
6,183 $395,000
Q2 2021

Aug 13, 2021
SELL
$63.23 - $67.72 $316 - $338
-5 Reduced 0.11%
4,586 $290,000
Q1 2021

May 14, 2021
SELL
$58.36 - $64.15 $191,187 - $210,155
-3,276 Reduced 41.64%
4,591 $294,000
Q2 2018

Aug 15, 2018
SELL
N/A
-621 Reduced 7.32%
7,867 $29,000
Q2 2018

Aug 14, 2018
BUY
N/A
8,488 New
8,488 $63,000

Others Institutions Holding XLU

# of Institutions
1,597
Shares Held
155M
Call Options Held
14.1M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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