Vickerman Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Vickerman Investment Advisors, Inc.

$356 Million
Q4 2024

A detailed history of Vickerman Investment Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Vickerman Investment Advisors, Inc. holds 63,098 shares of XLU stock, worth $4.88 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

63,098

Previous 65,963 4.34%

Holding current value

$4.88 Million

Previous $5.33 Million 10.38%

% of portfolio

1.34%

Previous 1.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$74.89 - $82.93 $214,559 - $237,594	-2,865 Reduced 4.34%	63,098 $4.78 Million
Q3 2024 Oct 31, 2024	BUY	$67.67 - $80.78 $32,143 - $38,370	475 Added 0.73%	65,963 $5.33 Million
Q2 2024 Aug 09, 2024	SELL	$62.77 - $72.87 $229,487 - $266,412	-3,656 Reduced 5.29%	65,488 $4.46 Million
Q1 2024 May 09, 2024	BUY	$59.95 - $65.65 $60,129 - $65,846	1,003 Added 1.47%	69,144 $4.54 Million
Q4 2023 Jan 09, 2024	BUY	$56.19 - $65.96 $1.4 Million - $1.64 Million	24,835 Added 57.35%	68,141 $4.32 Million
Q3 2023 Nov 02, 2023	SELL	$58.83 - $68.46 $23,237 - $27,041	-395 Reduced 0.9%	43,306 $2.55 Million
Q2 2023 Jul 31, 2023	SELL	$64.34 - $69.97 $140,068 - $152,324	-2,177 Reduced 4.75%	43,701 $2.86 Million
Q1 2023 May 04, 2023	BUY	$63.7 - $72.08 $26,435 - $29,913	415 Added 0.91%	45,878 $3.11 Million
Q4 2022 Feb 09, 2023	SELL	$61.52 - $72.67 $122,793 - $145,049	-1,996 Reduced 4.21%	45,463 $3.21 Million
Q3 2022 Nov 08, 2022	BUY	$65.51 - $78.12 $127,613 - $152,177	1,948 Added 4.28%	47,459 $3.11 Million
Q2 2022 Aug 09, 2022	BUY	$64.87 - $76.96 $11,481 - $13,621	177 Added 0.39%	45,511 $3.19 Million
Q1 2022 May 09, 2022	BUY	$65.03 - $74.54 $56,120 - $64,328	863 Added 1.94%	45,334 $3.27 Million
Q4 2021 Jan 28, 2022	SELL	$63.88 - $71.58 $115,878 - $129,846	-1,814 Reduced 3.92%	44,471 $3.18 Million
Q3 2021 Dec 13, 2021	BUY	$63.56 - $70.07 $2.94 Million - $3.24 Million	46,285 New	46,285 $2.96 Million

Others Institutions Holding XLU

# of Institutions

1,548

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Vickerman Investment Advisors, Inc. Utilities Sector Spdr Transaction History