Yhb Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Yhb Investment Advisors, Inc.

$1.34 Billion
Q3 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 3,557 shares of XLU stock, worth $326,852. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,557

Previous 3,567 0.28%

Holding current value

$326,852

Previous $291,000 6.53%

% of portfolio

0.02%

Previous 0.02%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$81.14 - $87.32 $811 - $873	-10 Reduced 0.28%	3,557 $310,000
Q2 2025 Jul 10, 2025	BUY	$73.09 - $82.77 $730 - $827	10 Added 0.28%	3,567 $291,000
Q1 2025 Apr 22, 2025	SELL	$74.7 - $80.27 $35,407 - $38,047	-474 Reduced 11.76%	3,557 $280,000
Q4 2024 Jan 22, 2025	SELL	$74.89 - $82.93 $1,422 - $1,575	-19 Reduced 0.47%	4,031 $305,000
Q3 2024 Oct 22, 2024	SELL	$67.67 - $80.78 $6,767 - $8,078	-100 Reduced 2.41%	4,050 $327,000
Q2 2024 Aug 01, 2024	SELL	$62.77 - $72.87 $54,358 - $63,105	-866 Reduced 17.26%	4,150 $282,000
Q1 2024 Aug 14, 2024	BUY	$59.95 - $65.65 $51,916 - $56,852	866 Added 20.87%	5,016 $329,000
Q1 2024 Apr 26, 2024	SELL	$59.95 - $65.65 $129,911 - $142,263	-2,167 Reduced 30.17%	5,016 $329,000
Q4 2023 Jan 29, 2024	BUY	$56.19 - $65.96 $73,327 - $86,077	1,305 Added 22.2%	7,183 $454,000
Q3 2023 Oct 23, 2023	SELL	$58.83 - $68.46 $53,829 - $62,640	-915 Reduced 13.47%	5,878 $346,000
Q2 2023 Aug 10, 2023	SELL	$64.34 - $69.97 $18,915 - $20,571	-294 Reduced 4.15%	6,793 $444,000
Q1 2023 May 08, 2023	SELL	$63.7 - $72.08 $15,542 - $17,587	-244 Reduced 3.33%	7,087 $479,000
Q4 2022 Jan 12, 2023	SELL	$61.52 - $72.67 $18,456 - $21,801	-300 Reduced 3.93%	7,331 $0
Q3 2022 Nov 03, 2022	SELL	$65.51 - $78.12 $50,180 - $59,839	-766 Reduced 9.12%	7,631 $500,000
Q2 2022 Jul 14, 2022	SELL	$64.87 - $76.96 $7,589 - $9,004	-117 Reduced 1.37%	8,397 $589,000
Q1 2022 Apr 14, 2022	SELL	$65.03 - $74.54 $20,484 - $23,480	-315 Reduced 3.57%	8,514 $634,000
Q4 2021 Jan 18, 2022	SELL	$63.88 - $71.58 $242,552 - $271,789	-3,797 Reduced 30.07%	8,829 $632,000
Q3 2021 Oct 28, 2021	SELL	$63.56 - $70.07 $30,826 - $33,983	-485 Reduced 3.7%	12,626 $807,000
Q2 2021 Jul 15, 2021	BUY	$63.23 - $67.72 $69,679 - $74,627	1,102 Added 9.18%	13,111 $829,000
Q1 2021 Apr 22, 2021	SELL	$58.36 - $64.15 $108,257 - $118,998	-1,855 Reduced 13.38%	12,009 $807,000
Q4 2020 Jan 21, 2021	BUY	$59.98 - $66.76 $30,889 - $34,381	515 Added 3.86%	13,864 $869,000
Q3 2020 Nov 02, 2020	SELL	$56.7 - $61.49 $17,010 - $18,447	-300 Reduced 2.2%	13,349 $793,000
Q2 2020 Jul 20, 2020	BUY	$51.79 - $62.83 $20,716 - $25,132	400 Added 3.02%	13,649 $770,000
Q1 2020 Apr 16, 2020	SELL	$44.93 - $70.98 $13,164 - $20,797	-293 Reduced 2.16%	13,249 $734,000
Q4 2019 Jan 27, 2020	BUY	$61.37 - $64.82 $53,085 - $56,069	865 Added 6.82%	13,542 $875,000
Q3 2019 Oct 15, 2019	SELL	$62.5 - $64.93 $4,687 - $4,869	-75 Reduced 0.59%	12,677 $821,000
Q2 2019 Jul 15, 2019	BUY	N/A	462 Added 3.76%	12,752 $760,000
Q1 2019 Apr 29, 2019	BUY	N/A	3,520 Added 40.14%	12,290 $715,000
Q4 2018 Jan 11, 2019	BUY	N/A	225 Added 2.63%	8,770 $464,000
Q3 2018 Oct 29, 2018	BUY	N/A	200 Added 2.4%	8,545 $450,000
Q2 2018 Jul 09, 2018	SELL	N/A	-100 Reduced 1.18%	8,345 $434,000
Q1 2018 Apr 16, 2018	SELL	N/A	-50 Reduced 0.59%	8,445 $427,000
Q4 2017 Jan 16, 2018	SELL	N/A	-200 Reduced 2.3%	8,495 $448,000
Q3 2017 Nov 06, 2017	BUY	N/A	8,695	8,695 $461,000

Others Institutions Holding XLU

# of Institutions

1,645

Shares Held

155M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Account

Yhb Investment Advisors, Inc. Utilities Sector Spdr Transaction History