Us Advisors Wealth Management, LLC Utilities Sector Spdr Transaction History

Us Advisors Wealth Management, LLC

  • $265 Million
  • Q1 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 13,788 shares of XLU stock, worth $948,890. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,788
Previous 14,923 7.61%
Holding current value
$948,890
Previous $945,000 4.87%
% of portfolio
0.34%
Previous 0.39%

Shares

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

May 02, 2024
SELL
$59.95 - $65.65 $68,043 - $74,512
-1,135 Reduced 7.61%
13,788 $899,000
Q4 2023

Feb 12, 2024
SELL
$56.19 - $65.96 $239,088 - $280,659
-4,255 Reduced 22.19%
14,923 $945,000
Q3 2023

Nov 09, 2023
BUY
$58.83 - $68.46 $44,357 - $51,618
754 Added 4.09%
19,178 $1.13 Million
Q2 2023

Aug 01, 2023
SELL
$64.34 - $69.97 $308,059 - $335,016
-4,788 Reduced 20.63%
18,424 $1.22 Million
Q1 2023

Apr 13, 2023
BUY
$63.7 - $72.08 $34,015 - $38,490
534 Added 2.35%
23,212 $1.57 Million
Q4 2022

Feb 10, 2023
BUY
$65.75 - $72.67 $66,867 - $73,905
1,017 Added 4.7%
22,678 $1.6 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,430 Added 7.07%
21,661 $1.42 Million
Q2 2022

Aug 12, 2022
BUY
N/A
1,447 Added 7.7%
20,231 $1.42 Million
Q1 2022

Jun 08, 2022
BUY
N/A
18,784 New
18,784 $1.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-3,332 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
N/A
26 Added 0.79%
3,332 $213,000
Q2 2021

Aug 09, 2021
SELL
N/A
-864 Reduced 20.72%
3,306 $209,000
Q1 2021

May 11, 2021
BUY
N/A
31 Added 0.75%
4,170 $267,000
Q4 2020

Feb 11, 2021
SELL
N/A
-105 Reduced 2.47%
4,139 $259,000
Q3 2020

Nov 04, 2020
SELL
N/A
-1,539 Reduced 26.61%
4,244 $252,000
Q1 2020

Apr 28, 2020
SELL
N/A
-11,088 Reduced 65.72%
5,783 $320,000
Q4 2019

Feb 14, 2020
SELL
N/A
-27,292 Reduced 61.8%
16,871 $1.09 Million
Q3 2019

Nov 07, 2019
BUY
N/A
9,624 Added 27.86%
44,163 $2.86 Million
Q2 2019

Aug 09, 2019
BUY
N/A
14,012 Added 68.26%
34,539 $2.06 Million
Q1 2019

May 06, 2019
SELL
N/A
-528 Reduced 2.51%
20,527 $1.19 Million
Q4 2018

Feb 08, 2019
BUY
N/A
14,024 Added 199.46%
21,055 $1.11 Million
Q3 2018

Oct 25, 2018
BUY
N/A
538 Added 8.29%
7,031 $370,000
Q1 2018

Apr 18, 2018
BUY
N/A
167 Added 2.64%
6,493 $328,000
Q4 2017

Mar 28, 2018
BUY
N/A
6,326
6,326 $0

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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