Us Advisors Wealth Management, LLC Utilities Sector Spdr Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

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
$61.52 - $72.67 $62,565 - $73,905
1,017 Added 4.7%
22,678 $1.6 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $93,679 - $111,711
1,430 Added 7.07%
21,661 $1.42 Million
Q2 2022

Aug 12, 2022
BUY
$64.87 - $76.96 $93,866 - $111,361
1,447 Added 7.7%
20,231 $1.42 Million
Q1 2022

Jun 08, 2022
BUY
$65.03 - $74.54 $1.22 Million - $1.4 Million
18,784 New
18,784 $1.4 Million
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $212,848 - $238,504
-3,332 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
$63.56 - $70.07 $1,652 - $1,821
26 Added 0.79%
3,332 $213,000
Q2 2021

Aug 09, 2021
SELL
$63.23 - $67.72 $54,630 - $58,510
-864 Reduced 20.72%
3,306 $209,000
Q1 2021

May 11, 2021
BUY
$58.36 - $64.15 $1,809 - $1,988
31 Added 0.75%
4,170 $267,000
Q4 2020

Feb 11, 2021
SELL
$59.98 - $66.76 $6,297 - $7,009
-105 Reduced 2.47%
4,139 $259,000
Q3 2020

Nov 04, 2020
SELL
$56.7 - $61.49 $87,261 - $94,633
-1,539 Reduced 26.61%
4,244 $252,000
Q1 2020

Apr 28, 2020
SELL
$44.93 - $70.98 $498,183 - $787,026
-11,088 Reduced 65.72%
5,783 $320,000
Q4 2019

Feb 14, 2020
SELL
$61.37 - $64.82 $1.67 Million - $1.77 Million
-27,292 Reduced 61.8%
16,871 $1.09 Million
Q3 2019

Nov 07, 2019
BUY
$62.5 - $64.93 $601,500 - $624,886
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
1,482
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
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email