A detailed history of Mutual Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mutual Advisors, LLC holds 41,761 shares of XLU stock, worth $3.31 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
41,761
Previous 61,089 31.64%
Holding current value
$3.31 Million
Previous $4.16 Million 18.96%
% of portfolio
0.1%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$67.67 - $80.78 $1.31 Million - $1.56 Million
-19,328 Reduced 31.64%
41,761 $3.37 Million
Q2 2024

Jul 30, 2024

BUY
$62.77 - $72.87 $1.86 Million - $2.16 Million
29,610 Added 94.06%
61,089 $4.16 Million
Q1 2024

May 02, 2024

SELL
$59.95 - $65.65 $2.33 Million - $2.55 Million
-38,785 Reduced 55.2%
31,479 $2.07 Million
Q4 2023

Jan 12, 2024

SELL
$56.19 - $65.96 $39,501 - $46,369
-703 Reduced 0.99%
70,264 $4.45 Million
Q3 2023

Nov 13, 2023

BUY
$58.83 - $68.46 $2.41 Million - $2.81 Million
41,010 Added 136.9%
70,967 $4.18 Million
Q2 2023

Jul 31, 2023

SELL
$64.34 - $69.97 $3.61 Million - $3.92 Million
-56,086 Reduced 65.18%
29,957 $1.96 Million
Q1 2023

Apr 11, 2023

BUY
$63.7 - $72.08 $1.51 Million - $1.7 Million
23,632 Added 37.87%
86,043 $5.82 Million
Q4 2022

Jan 12, 2023

BUY
$61.52 - $72.67 $105,937 - $125,137
1,722 Added 2.84%
62,411 $0
Q3 2022

Nov 03, 2022

BUY
$65.51 - $78.12 $715,893 - $853,695
10,928 Added 21.96%
60,689 $3.98 Million
Q2 2022

Aug 15, 2022

BUY
$64.87 - $76.96 $262,528 - $311,457
4,047 Added 8.85%
49,761 $3.49 Million
Q1 2022

May 09, 2022

BUY
$65.03 - $74.54 $2.22 Million - $2.54 Million
34,110 Added 293.95%
45,714 $3.4 Million
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $97,672 - $109,445
1,529 Added 15.18%
11,604 $831,000
Q3 2021

Nov 15, 2021

BUY
$63.56 - $70.07 $157,311 - $173,423
2,475 Added 32.57%
10,075 $644,000
Q2 2021

Aug 12, 2021

BUY
$63.23 - $67.72 $78,658 - $84,243
1,244 Added 19.57%
7,600 $481,000
Q1 2021

May 13, 2021

SELL
$58.36 - $64.15 $100,437 - $110,402
-1,721 Reduced 21.31%
6,356 $407,000
Q4 2020

Feb 11, 2021

BUY
$59.98 - $66.76 $12,235 - $13,619
204 Added 2.59%
8,077 $506,000
Q3 2020

Nov 13, 2020

BUY
$56.7 - $61.49 $446,399 - $484,110
7,873 New
7,873 $467,000
Q4 2019

Feb 11, 2020

SELL
$61.37 - $64.82 $726,313 - $767,144
-11,835 Closed
0 $0
Q3 2019

Nov 01, 2019

BUY
$62.5 - $64.93 $739,687 - $768,446
11,835 New
11,835 $766,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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  • Sector ETFs
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More about XLU
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