Abound Wealth Management Utilities Sector Spdr Transaction History

Abound Wealth Management

  • $271 Billion
  • Q2 2024

A detailed history of Abound Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Abound Wealth Management holds 997 shares of XLU stock, worth $78,862. This represents 0.03% of its overall portfolio holdings.

Number of Shares
997
Previous 1,960 49.13%
Holding current value
$78,862
Previous $129 Million 47.2%
% of portfolio
0.03%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$62.77 - $72.87 $60,447 - $70,173
-963 Reduced 49.13%
997 $67.9 Million
Q1 2024

Aug 08, 2024
SELL
$59.95 - $65.65 $491,769 - $538,526
-8,203 Reduced 80.71%
1,960 $129 Million
Q4 2023

Aug 08, 2024
SELL
$56.19 - $65.96 $7.27 Million - $8.53 Million
-129,356 Reduced 92.72%
10,163 $644 Million
Q3 2023

Aug 08, 2024
SELL
$58.83 - $68.46 $396,808 - $461,762
-6,745 Reduced 4.61%
139,519 $8.22 Billion
Q2 2023

Aug 08, 2024
SELL
$64.34 - $69.97 $6.41 Million - $6.97 Million
-99,665 Reduced 40.53%
146,264 $9.57 Billion
Q1 2023

Aug 07, 2024
BUY
$63.7 - $72.08 $15.7 Million - $17.7 Million
245,929 New
245,929 $16.6 Billion
Q4 2022

Aug 07, 2024
SELL
$61.52 - $72.67 $186,467 - $220,262
-3,031 Reduced 1.19%
251,814 $17.8 Billion
Q3 2022

Aug 07, 2024
BUY
$65.51 - $78.12 $584,087 - $696,517
8,916 Added 3.63%
254,845 $16.7 Billion
Q2 2022

Aug 12, 2024
BUY
$64.87 - $76.96 $15 Million - $17.8 Million
231,934 Added 23263.19%
232,931 $16.3 Billion

Others Institutions Holding XLU

# of Institutions
1,423
Shares Held
167M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email