Srs Capital Advisors, Inc. Utilities Sector Spdr Transaction History

Srs Capital Advisors, Inc.

  • $1.07 Billion
  • Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,132 shares of XLU stock, worth $163,055. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,132
Previous 2,195 2.87%
Holding current value
$163,055
Previous $149,000 15.44%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$67.67 - $80.78 $4,263 - $5,089
-63 Reduced 2.87%
2,132 $172,000
Q2 2024

Aug 06, 2024
SELL
$62.77 - $72.87 $12,805 - $14,865
-204 Reduced 8.5%
2,195 $149,000
Q1 2024

May 14, 2024
SELL
$59.95 - $65.65 $4,256 - $4,661
-71 Reduced 2.87%
2,399 $157,000
Q4 2023

Feb 06, 2024
SELL
$56.19 - $65.96 $21,464 - $25,196
-382 Reduced 13.39%
2,470 $156,000
Q3 2023

Nov 14, 2023
SELL
$58.83 - $68.46 $19,590 - $22,797
-333 Reduced 10.46%
2,852 $168,000
Q2 2023

Aug 14, 2023
SELL
$64.34 - $69.97 $49,992 - $54,366
-777 Reduced 19.61%
3,185 $208,000
Q1 2023

May 16, 2023
SELL
$63.7 - $72.08 $7,644 - $8,649
-120 Reduced 2.94%
3,962 $268,000
Q4 2022

Feb 24, 2023
BUY
$61.52 - $72.67 $676 - $799
11 Added 0.27%
4,082 $287,000
Q3 2022

Nov 03, 2022
BUY
$65.51 - $78.12 $154,341 - $184,050
2,356 Added 137.38%
4,071 $267,000
Q2 2022

Aug 22, 2022
BUY
$64.87 - $76.96 $64 - $76
1 Added 0.06%
1,715 $120,000
Q1 2022

May 12, 2022
BUY
$65.03 - $74.54 $585 - $670
9 Added 0.53%
1,714 $128,000
Q4 2021

Feb 08, 2022
BUY
$63.88 - $71.58 $2,427 - $2,720
38 Added 2.28%
1,705 $122,000
Q3 2021

Nov 05, 2021
BUY
$63.56 - $70.07 $572 - $630
9 Added 0.54%
1,667 $107,000
Q2 2021

Aug 02, 2021
SELL
$63.23 - $67.72 $6,955 - $7,449
-110 Reduced 6.22%
1,658 $105,000
Q4 2020

Feb 03, 2021
BUY
$59.98 - $66.76 $659 - $734
11 Added 0.63%
1,768 $111,000
Q3 2020

Nov 12, 2020
BUY
$56.7 - $61.49 $567 - $614
10 Added 0.57%
1,757 $104,000
Q2 2020

Aug 06, 2020
SELL
$51.79 - $62.83 $310 - $376
-6 Reduced 0.34%
1,747 $99,000
Q1 2020

May 13, 2020
BUY
$44.93 - $70.98 $7,593 - $11,995
169 Added 10.67%
1,753 $97,000
Q4 2019

Feb 07, 2020
BUY
$61.37 - $64.82 $736 - $777
12 Added 0.76%
1,584 $102,000
Q3 2019

Nov 01, 2019
BUY
$62.5 - $64.93 $750 - $779
12 Added 0.77%
1,572 $102,000
Q2 2019

Aug 08, 2019
BUY
N/A
24 Added 1.56%
1,560 $93,000
Q4 2018

Feb 06, 2019
BUY
N/A
13 Added 0.85%
1,536 $81,000
Q3 2018

Nov 06, 2018
BUY
N/A
1,523 New
1,523 $80,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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