Strategic Financial Concepts, LLC Utilities Sector Spdr Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 430,119 shares of XLU stock, worth $34 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
430,119
Previous 4,853 8762.95%
Holding current value
$34 Million
Previous $392 Million 33.24%
% of portfolio
0.1%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$74.89 - $82.93 $31.7 Million - $35.1 Million
-423,217 Reduced 98.4%
6,902 $522 Million
Q4 2024

Jan 27, 2025
BUY
$74.89 - $82.93 $31.8 Million - $35.3 Million
425,266 Added 8762.95%
430,119 $522 Million
Q3 2024

Nov 12, 2024
SELL
$67.67 - $80.78 $20.7 Million - $24.8 Million
-306,407 Reduced 98.44%
4,853 $392 Million
Q2 2024

Aug 06, 2024
BUY
$62.77 - $72.87 $19.2 Million - $22.3 Million
305,508 Added 5311.34%
311,260 $85.6 Million
Q1 2024

Apr 22, 2024
BUY
$59.95 - $65.65 $344,832 - $377,618
5,752 New
5,752 $378 Million
Q3 2023

Nov 07, 2023
BUY
$58.83 - $68.46 $128,014 - $148,968
2,176 Added 69.01%
5,329 $314 Million
Q2 2023

Sep 06, 2023
SELL
$64.34 - $69.97 $185,170 - $201,373
-2,878 Reduced 47.72%
3,153 $206 Million
Q1 2023

Sep 06, 2023
BUY
$63.7 - $72.08 $384,174 - $434,714
6,031 New
6,031 $408 Million

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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