Strategic Advisors LLC Utilities Sector Spdr Transaction History

Strategic Advisors LLC

  • $500 Million
  • Q1 2024

A detailed history of Strategic Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Advisors LLC holds 9,891 shares of XLU stock, worth $678,028. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,891
Previous 8,042 22.99%
Holding current value
$678,028
Previous $509,000 27.5%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Apr 19, 2024
BUY
$59.95 - $65.65 $110,847 - $121,386
1,849 Added 22.99%
9,891 $649,000
Q4 2023

Jan 19, 2024
BUY
$56.19 - $65.96 $134,350 - $157,710
2,391 Added 42.31%
8,042 $509,000
Q3 2023

Oct 13, 2023
SELL
$58.83 - $68.46 $11,001 - $12,802
-187 Reduced 3.2%
5,651 $333,000
Q2 2023

Jul 31, 2023
SELL
$64.34 - $69.97 $1,093 - $1,189
-17 Reduced 0.29%
5,838 $382,000
Q1 2023

Apr 27, 2023
BUY
$63.7 - $72.08 $372,963 - $422,028
5,855 New
5,855 $396,000
Q2 2019

Jul 22, 2019
SELL
N/A
-10,076 Closed
0 $0
Q1 2019

Apr 15, 2019
BUY
N/A
10,076 New
10,076 $586,000

Others Institutions Holding XLU

# of Institutions
1,251
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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