Soa Wealth Advisors, Llc. Utilities Sector Spdr Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 124 shares of XLU stock, worth $11,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124
Previous 124 -0.0%
Holding current value
$11,394
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$73.09 - $82.77 $73 - $82
1 Added 0.81%
124 $10,000
Q1 2025

Apr 14, 2025
BUY
$74.7 - $80.27 $74 - $80
1 Added 0.82%
123 $9,000
Q4 2024

Jan 28, 2025
SELL
$74.89 - $82.93 $8,986 - $9,951
-120 Reduced 49.59%
122 $9,000
Q3 2024

Oct 08, 2024
BUY
$67.67 - $80.78 $135 - $161
2 Added 0.83%
242 $19,000
Q2 2024

Jul 17, 2024
BUY
$62.77 - $72.87 $125 - $145
2 Added 0.84%
240 $16,000
Q1 2024

Apr 10, 2024
BUY
$59.95 - $65.65 $119 - $131
2 Added 0.85%
238 $15,000
Q4 2023

Jan 10, 2024
BUY
$56.19 - $65.96 $112 - $131
2 Added 0.85%
236 $14,000
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $117 - $136
2 Added 0.86%
234 $13,000
Q2 2023

Jul 07, 2023
BUY
$64.34 - $69.97 $128 - $139
2 Added 0.87%
232 $15,000
Q1 2023

Apr 28, 2023
BUY
$63.7 - $72.08 $63 - $72
1 Added 0.44%
230 $15,000
Q4 2022

Jan 10, 2023
BUY
$61.52 - $72.67 $184 - $218
3 Added 1.33%
229 $0
Q3 2022

Oct 07, 2022
BUY
$65.51 - $78.12 $65 - $78
1 Added 0.44%
226 $14,000
Q2 2022

Jul 13, 2022
BUY
$64.87 - $76.96 $129 - $153
2 Added 0.9%
225 $15,000
Q1 2022

Apr 07, 2022
BUY
$65.03 - $74.54 $65 - $74
1 Added 0.45%
223 $16,000
Q4 2021

Jan 13, 2022
BUY
$63.88 - $71.58 $127 - $143
2 Added 0.91%
222 $15,000
Q3 2021

Oct 12, 2021
BUY
$63.56 - $70.07 $127 - $140
2 Added 0.92%
220 $14,000
Q2 2021

Jul 14, 2021
BUY
$63.23 - $67.72 $63 - $67
1 Added 0.46%
218 $13,000
Q1 2021

Apr 26, 2021
BUY
$58.36 - $64.15 $116 - $128
2 Added 0.93%
217 $13,000
Q4 2020

Mar 10, 2021
BUY
$59.98 - $66.76 $12,895 - $14,353
215 New
215 $13,000

Others Institutions Holding XLU

# of Institutions
1,638
Shares Held
155M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

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

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email