A detailed history of Resources Investment Advisors, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 10,782 shares of XLU stock, worth $854,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,782
Previous 8,720 23.65%
Holding current value
$854,796
Previous $572,000 28.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 02, 2024

BUY
$62.77 - $72.87 $129,431 - $150,257
2,062 Added 23.65%
10,782 $734,000
Q1 2024

May 10, 2024

SELL
$59.95 - $65.65 $7,793 - $8,534
-130 Reduced 1.47%
8,720 $572,000
Q4 2023

Feb 13, 2024

SELL
$56.19 - $65.96 $554,426 - $650,827
-9,867 Reduced 52.72%
8,850 $560,000
Q3 2023

Nov 14, 2023

SELL
$58.83 - $68.46 $64,830 - $75,442
-1,102 Reduced 5.56%
18,717 $1.1 Million
Q2 2023

Aug 07, 2023

BUY
$64.34 - $69.97 $110,729 - $120,418
1,721 Added 9.51%
19,819 $1.3 Million
Q1 2023

May 10, 2023

BUY
$63.7 - $72.08 $36,436 - $41,229
572 Added 3.26%
18,098 $1.23 Million
Q4 2022

Feb 02, 2023

BUY
$61.52 - $72.67 $211,382 - $249,694
3,436 Added 24.39%
17,526 $1.24 Million
Q3 2022

Nov 08, 2022

SELL
$65.51 - $78.12 $2,751 - $3,281
-42 Reduced 0.3%
14,090 $923,000
Q2 2022

Aug 08, 2022

BUY
$64.87 - $76.96 $180,857 - $214,564
2,788 Added 24.58%
14,132 $991,000
Q1 2022

May 05, 2022

SELL
$65.03 - $74.54 $111,721 - $128,059
-1,718 Reduced 13.15%
11,344 $845,000
Q4 2021

Feb 23, 2022

BUY
$63.88 - $71.58 $158,677 - $177,804
2,484 Added 23.48%
13,062 $935,000
Q3 2021

Nov 05, 2021

SELL
$63.56 - $70.07 $99,026 - $109,169
-1,558 Reduced 12.84%
10,578 $0
Q2 2021

Aug 09, 2021

BUY
$63.23 - $67.72 $232,243 - $248,735
3,673 Added 43.4%
12,136 $0
Q1 2021

May 10, 2021

BUY
$58.36 - $64.15 $16,807 - $18,475
288 Added 3.52%
8,463 $0
Q4 2020

Feb 08, 2021

SELL
$59.98 - $66.76 $38,507 - $42,859
-642 Reduced 7.28%
8,175 $0
Q3 2020

Oct 09, 2020

BUY
$56.7 - $61.49 $136,306 - $147,821
2,404 Added 37.49%
8,817 $0
Q2 2020

Aug 14, 2020

SELL
$51.79 - $62.83 $3,055 - $3,706
-59 Reduced 0.91%
6,413 $0
Q1 2020

May 14, 2020

BUY
$44.93 - $70.98 $136,137 - $215,069
3,030 Added 88.03%
6,472 $0
Q4 2019

Feb 07, 2020

SELL
$61.37 - $64.82 $30,316 - $32,021
-494 Reduced 12.55%
3,442 $0
Q3 2019

Nov 08, 2019

BUY
$62.5 - $64.93 $195,062 - $202,646
3,121 Added 382.94%
3,936 $0
Q2 2019

Aug 12, 2019

BUY
N/A
6 Added 0.74%
815 $0
Q1 2019

May 10, 2019

BUY
N/A
6 Added 0.75%
809 $0
Q4 2018

Feb 12, 2019

BUY
N/A
803 New
803 $42,000
Q3 2018

Nov 07, 2018

SELL
N/A
-789 Closed
0 $0
Q2 2018

Aug 15, 2018

BUY
N/A
7 Added 0.9%
789 $41,000
Q1 2018

May 14, 2018

SELL
N/A
-4,284 Reduced 84.56%
782 $40,000
Q4 2017

Jan 31, 2018

BUY
N/A
4,298 Added 559.64%
5,066 $267,000
Q3 2017

Nov 13, 2017

BUY
N/A
6 Added 0.79%
768 $41,000
Q2 2017

Aug 14, 2017

BUY
N/A
762
762 $40,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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