Birchcreek Wealth Management, LLC Utilities Sector Spdr Transaction History

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 13,765 shares of XLU stock, worth $1.09 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
13,765
Previous 19,221 28.39%
Holding current value
$1.09 Million
Previous $1.26 Million 25.69%
% of portfolio
0.54%
Previous 0.67%

Shares

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

Aug 02, 2024
SELL
$62.77 - $72.87 $342,473 - $397,578
-5,456 Reduced 28.39%
13,765 $937,000
Q1 2024

Apr 29, 2024
BUY
$59.95 - $65.65 $32,612 - $35,713
544 Added 2.91%
19,221 $1.26 Million
Q4 2023

Feb 05, 2024
BUY
$56.19 - $65.96 $44,277 - $51,976
788 Added 4.4%
18,677 $1.18 Million
Q3 2023

Oct 23, 2023
BUY
$58.83 - $68.46 $133,426 - $155,267
2,268 Added 14.52%
17,889 $1.05 Million
Q2 2023

Jul 20, 2023
BUY
$64.34 - $69.97 $156,732 - $170,446
2,436 Added 18.48%
15,621 $1.02 Million
Q1 2023

May 01, 2023
BUY
$63.7 - $72.08 $96,378 - $109,057
1,513 Added 12.96%
13,185 $892,000
Q4 2022

Feb 06, 2023
SELL
$61.52 - $72.67 $57,705 - $68,164
-938 Reduced 7.44%
11,672 $822,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $13,298 - $15,858
203 Added 1.64%
12,610 $826,000
Q2 2022

Aug 12, 2022
BUY
$64.87 - $76.96 $408,032 - $484,078
6,290 Added 102.83%
12,407 $870,000
Q1 2022

May 13, 2022
SELL
$65.03 - $74.54 $40,838 - $46,811
-628 Reduced 9.31%
6,117 $455,000
Q4 2021

Feb 09, 2022
SELL
$63.88 - $71.58 $41,010 - $45,954
-642 Reduced 8.69%
6,745 $483,000
Q3 2021

Nov 16, 2021
SELL
$63.56 - $70.07 $7,436 - $8,198
-117 Reduced 1.56%
7,387 $472,000
Q2 2021

Aug 16, 2021
BUY
$63.23 - $67.72 $28,579 - $30,609
452 Added 6.41%
7,504 $474,000
Q1 2021

May 17, 2021
BUY
$58.36 - $64.15 $1,925 - $2,116
33 Added 0.47%
7,052 $452,000
Q4 2020

Jan 28, 2021
BUY
$59.98 - $66.76 $420,999 - $468,588
7,019 New
7,019 $440,000

Others Institutions Holding XLU

# of Institutions
1,424
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
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