Atticus Wealth Management, LLC Utilities Sector Spdr Transaction History

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

A detailed history of Atticus Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 2,641 shares of XLU stock, worth $205,998. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,641
Previous 3,169 16.66%
Holding current value
$205,998
Previous $239,000 12.97%
% of portfolio
0.07%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$74.7 - $80.27 $39,441 - $42,382
-528 Reduced 16.66%
2,641 $208,000
Q4 2024

Jan 22, 2025
SELL
$74.89 - $82.93 $28,083 - $31,098
-375 Reduced 10.58%
3,169 $239,000
Q3 2024

Oct 15, 2024
BUY
$67.67 - $80.78 $37,692 - $44,994
557 Added 18.65%
3,544 $286,000
Q2 2024

Jul 17, 2024
BUY
$62.77 - $72.87 $67,791 - $78,699
1,080 Added 56.63%
2,987 $203,000
Q1 2024

Apr 17, 2024
BUY
$59.95 - $65.65 $179 - $196
3 Added 0.16%
1,907 $125,000
Q4 2023

Jan 17, 2024
BUY
$56.19 - $65.96 $730 - $857
13 Added 0.69%
1,904 $120,000
Q3 2023

Nov 15, 2023
SELL
$58.83 - $68.46 $1,353 - $1,574
-23 Reduced 1.2%
1,891 $111,000
Q2 2023

Jul 20, 2023
SELL
$64.34 - $69.97 $40,019 - $43,521
-622 Reduced 24.53%
1,914 $125,000
Q1 2023

Apr 17, 2023
SELL
$63.7 - $72.08 $425,961 - $481,998
-6,687 Reduced 72.5%
2,536 $171,000
Q4 2022

Jan 31, 2023
BUY
$61.52 - $72.67 $51,000 - $60,243
829 Added 9.88%
9,223 $650,000
Q2 2022

Jul 13, 2022
SELL
$64.87 - $76.96 $655,316 - $777,449
-10,102 Reduced 54.62%
8,394 $589,000
Q1 2022

Apr 15, 2022
BUY
$65.03 - $74.54 $61,713 - $70,738
949 Added 5.41%
18,496 $1.38 Million
Q4 2021

Jan 26, 2022
BUY
$63.88 - $71.58 $796,966 - $893,032
12,476 Added 246.03%
17,547 $1.26 Million
Q3 2021

Oct 18, 2021
BUY
$63.56 - $70.07 $31,780 - $35,035
500 Added 10.94%
5,071 $324,000
Q2 2021

Jul 21, 2021
BUY
$63.23 - $67.72 $10,180 - $10,902
161 Added 3.65%
4,571 $289,000
Q1 2021

Apr 15, 2021
BUY
$58.36 - $64.15 $80,420 - $88,398
1,378 Added 45.45%
4,410 $283,000
Q4 2020

Jan 20, 2021
BUY
$59.98 - $66.76 $27,830 - $30,976
464 Added 18.07%
3,032 $190,000
Q3 2020

Oct 21, 2020
SELL
$56.7 - $61.49 $239,614 - $259,856
-4,226 Reduced 62.2%
2,568 $152,000
Q2 2020

Jul 15, 2020
BUY
$51.79 - $62.83 $243,154 - $294,986
4,695 Added 223.68%
6,794 $383,000
Q1 2020

Apr 23, 2020
BUY
$44.93 - $70.98 $61,284 - $96,816
1,364 Added 185.58%
2,099 $116,000
Q4 2019

Feb 03, 2020
BUY
$61.37 - $64.82 $45,106 - $47,642
735 New
735 $47,000

Others Institutions Holding XLU

# of Institutions
1,551
Shares Held
152M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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