A detailed history of Petra Financial Advisors Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Petra Financial Advisors Inc holds 4,008 shares of XLU stock, worth $307,173. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,008
Previous 4,846 17.29%
Holding current value
$307,173
Previous $318 Million 14.16%
% of portfolio
0.2%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$62.77 - $72.87 $52,601 - $61,065
-838 Reduced 17.29%
4,008 $273 Million
Q3 2023

Nov 01, 2023

SELL
$58.83 - $68.46 $12,118 - $14,102
-206 Reduced 4.08%
4,846 $286 Million
Q2 2023

Jul 26, 2023

SELL
$64.34 - $69.97 $448,449 - $487,690
-6,970 Reduced 57.98%
5,052 $331 Million
Q1 2023

Apr 20, 2023

BUY
$63.7 - $72.08 $443,989 - $502,397
6,970 Added 137.97%
12,022 $922 Million
Q4 2022

Apr 10, 2023

BUY
$65.75 - $72.67 $332,169 - $367,128
5,052 New
5,052 $356 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Petra Financial Advisors Inc Portfolio

Follow Petra Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Petra Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Petra Financial Advisors Inc with notifications on news.