A detailed history of Pfg Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pfg Advisors holds 19,139 shares of XLU stock, worth $1.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,139
Previous 22,287 14.12%
Holding current value
$1.31 Million
Previous $1.41 Million 10.99%
% of portfolio
0.09%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$59.95 - $65.65 $188,722 - $206,666
-3,148 Reduced 14.12%
19,139 $1.26 Million
Q4 2023

Jan 19, 2024

BUY
$56.19 - $65.96 $150,083 - $176,179
2,671 Added 13.62%
22,287 $1.41 Million
Q3 2023

Oct 13, 2023

SELL
$58.83 - $68.46 $3.1 Million - $3.61 Million
-52,679 Reduced 72.87%
19,616 $1.16 Million
Q2 2023

Jul 20, 2023

BUY
$64.34 - $69.97 $72,318 - $78,646
1,124 Added 1.58%
72,295 $4.73 Million
Q1 2023

Apr 20, 2023

SELL
$63.7 - $72.08 $101,665 - $115,039
-1,596 Reduced 2.19%
71,171 $4.82 Million
Q4 2022

Jan 27, 2023

BUY
$65.75 - $72.67 $485,826 - $536,958
7,389 Added 11.3%
72,767 $5.13 Million
Q3 2022

Oct 13, 2022

BUY
N/A
15,870 Added 32.06%
65,378 $4.28 Million
Q2 2022

Jul 13, 2022

SELL
N/A
-691 Reduced 1.38%
49,508 $3.47 Million
Q1 2022

Apr 19, 2022

BUY
N/A
8,143 Added 19.36%
50,199 $3.74 Million
Q4 2021

Jan 21, 2022

SELL
N/A
-427 Reduced 1.01%
42,056 $3.01 Million
Q3 2021

Nov 05, 2021

BUY
N/A
9,756 Added 29.81%
42,483 $2.71 Million
Q2 2021

Jul 28, 2021

BUY
N/A
1,701 Added 5.48%
32,727 $2.07 Million
Q1 2021

Apr 27, 2021

BUY
N/A
27,418 Added 759.92%
31,026 $1.99 Million
Q4 2020

Jan 26, 2021

SELL
N/A
-15 Reduced 0.41%
3,608 $226,000
Q3 2020

Oct 13, 2020

SELL
N/A
-1,040 Reduced 22.3%
3,623 $226,000
Q2 2020

Jul 16, 2020

BUY
N/A
232 Added 5.24%
4,663 $269,000
Q1 2020

Apr 29, 2020

SELL
N/A
-608 Reduced 12.07%
4,431 $258,000
Q4 2018

Jan 18, 2019

BUY
N/A
5,039 New
5,039 $266,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Pfg Advisors Portfolio

Follow Pfg Advisors 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 Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.