A detailed history of Valley National Advisers Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Valley National Advisers Inc holds 89 shares of XLU stock, worth $6,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89
Holding current value
$6,942
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

BUY
$74.7 - $80.27 $6,648 - $7,144
89 New
89 $7,000
Q4 2021

Feb 11, 2022

SELL
$63.88 - $71.58 $11,370 - $12,741
-178 Reduced 64.03%
100 $7,000
Q3 2021

Nov 10, 2021

BUY
$63.56 - $70.07 $11,313 - $12,472
178 Added 178.0%
278 $18,000
Q4 2018

Feb 25, 2019

BUY
N/A
100 New
100 $5,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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