Yhb Investment Advisors, Inc. Utilities Sector Spdr Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

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 4,031 shares of XLU stock, worth $309,338. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,031

Previous 4,050 0.47%

Holding current value

$309,338

Previous $327,000 6.73%

% of portfolio

0.03%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,484

Shares Held

160M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Yhb Investment Advisors, Inc. Utilities Sector Spdr Transaction History