Primoris Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Primoris Wealth Advisors, LLC

$119 Million
Q1 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 15,998 shares of XLU stock, worth $1.31 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

15,998

Previous 49,679 67.8%

Holding current value

$1.31 Million

Previous $3.76 Million 66.46%

% of portfolio

1.06%

Previous 2.94%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$74.7 - $80.27 $2.52 Million - $2.7 Million	-33,681 Reduced 67.8%	15,998 $1.26 Million
Q4 2024 Feb 13, 2025	SELL	$74.89 - $82.93 $1.48 Million - $1.64 Million	-19,817 Reduced 28.52%	49,679 $3.76 Million
Q3 2024 Nov 01, 2024	BUY	$67.67 - $80.78 $862,860 - $1.03 Million	12,751 Added 22.47%	69,496 $5.61 Million
Q2 2024 Aug 01, 2024	BUY	$62.77 - $72.87 $2.07 Million - $2.41 Million	33,016 Added 139.14%	56,745 $3.87 Million
Q1 2024 May 07, 2024	BUY	$59.95 - $65.65 $6,174 - $6,761	103 Added 0.44%	23,729 $1.56 Million
Q4 2023 Feb 15, 2024	BUY	$56.19 - $65.96 $4,719 - $5,540	84 Added 0.36%	23,626 $1.5 Million
Q3 2023 Oct 31, 2023	SELL	$58.83 - $68.46 $2.28 Million - $2.66 Million	-38,796 Reduced 62.23%	23,542 $1.39 Million
Q2 2023 Aug 03, 2023	BUY	$64.34 - $69.97 $2.57 Million - $2.8 Million	39,996 Added 179.02%	62,338 $4.08 Million
Q1 2023 Apr 25, 2023	SELL	$63.7 - $72.08 $7,452 - $8,433	-117 Reduced 0.52%	22,342 $1.51 Million
Q4 2022 Feb 03, 2023	SELL	$61.52 - $72.67 $382,777 - $452,152	-6,222 Reduced 21.69%	22,459 $1.58 Million
Q3 2022 Oct 20, 2022	BUY	$65.51 - $78.12 $271,932 - $324,276	4,151 Added 16.92%	28,681 $1.66 Million
Q2 2022 Jul 29, 2022	BUY	$64.87 - $76.96 $770,655 - $914,284	11,880 Added 93.91%	24,530 $1.73 Million
Q1 2022 Apr 29, 2022	BUY	$65.03 - $74.54 $191,838 - $219,893	2,950 Added 30.41%	12,650 $937,000
Q4 2021 Feb 08, 2022	BUY	$63.88 - $71.58 $619,636 - $694,326	9,700 New	9,700 $696,000

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Primoris Wealth Advisors, LLC Utilities Sector Spdr Transaction History