Ria Advisory Group LLC Utilities Sector Spdr Transaction History

Ria Advisory Group LLC

  • $307 Billion
  • Q1 2025

A detailed history of Ria Advisory Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ria Advisory Group LLC holds 5,393 shares of XLU stock, worth $441,794. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,393
Previous 5,118 5.37%
Holding current value
$441,794
Previous $387 Million 9.78%
% of portfolio
0.14%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$74.7 - $80.27 $20,542 - $22,074
275 Added 5.37%
5,393 $425 Million
Q4 2024

Feb 14, 2025
SELL
$74.89 - $82.93 $25,312 - $28,030
-338 Reduced 6.2%
5,118 $387 Million
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $33,902 - $40,470
501 Added 10.11%
5,456 $441 Million
Q1 2024

May 03, 2024
BUY
$59.95 - $65.65 $297,052 - $325,295
4,955 New
4,955 $325 Million
Q3 2023

Nov 14, 2023
SELL
$58.83 - $68.46 $19,002 - $22,112
-323 Reduced 6.25%
4,848 $286 Million
Q1 2023

Apr 25, 2023
BUY
$63.7 - $72.08 $329,392 - $372,725
5,171 New
5,171 $350 Million

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

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Ria Advisory Group LLC Portfolio

Follow Ria Advisory Group LLC 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 Ria Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ria Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email