Soltis Investment Advisors LLC Utilities Sector Spdr Transaction History

Soltis Investment Advisors LLC

  • $889 Million
  • Q1 2024

A detailed history of Soltis Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 9,364 shares of XLU stock, worth $644,430. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,364
Previous 9,364 -0.0%
Holding current value
$644,430
Previous $614,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Apr 29, 2024
BUY
$59.95 - $65.65 $92,922 - $101,757
1,550 Added 19.84%
9,364 $614,000
Q4 2023

Jan 26, 2024
BUY
$56.19 - $65.96 $439,068 - $515,411
7,814 New
7,814 $494,000
Q2 2023

Aug 08, 2023
BUY
$64.34 - $69.97 $241,403 - $262,527
3,752 New
3,752 $245,000

Others Institutions Holding XLU

# of Institutions
1,254
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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