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 4,050 shares of XLU stock, worth $321,084. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,050
Previous 4,150 2.41%
Holding current value
$321,084
Previous $282,000 15.96%
% of portfolio
0.03%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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