Briaud Financial Planning, Inc Utilities Sector Spdr Transaction History

Briaud Financial Planning, Inc

  • $194 Million
  • Q3 2024

A detailed history of Briaud Financial Planning, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 623 shares of XLU stock, worth $47,647. This represents 0.03% of its overall portfolio holdings.

Number of Shares
623
Previous 623 -0.0%
Holding current value
$47,647
Previous $42,000 19.05%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$59.95 - $65.65 $37,348 - $40,899
623 New
623 $41,000
Q3 2023

Nov 03, 2023
SELL
$58.83 - $68.46 $130,955 - $152,391
-2,226 Reduced 1.61%
136,048 $8.02 Million
Q2 2023

Aug 04, 2023
SELL
$64.34 - $69.97 $29,403 - $31,976
-457 Reduced 0.33%
138,274 $9.05 Million
Q1 2023

May 05, 2023
SELL
$63.7 - $72.08 $353,280 - $399,755
-5,546 Reduced 3.84%
138,731 $9.39 Million
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $1.12 Million - $1.33 Million
18,266 Added 14.5%
144,277 $10.2 Million
Q3 2022

Nov 04, 2022
BUY
$65.51 - $78.12 $2.18 Million - $2.6 Million
33,331 Added 35.96%
126,011 $8.49 Million
Q2 2022

Aug 11, 2022
BUY
$64.87 - $76.96 $154,260 - $183,010
2,378 Added 2.63%
92,680 $6.5 Million
Q1 2022

May 03, 2022
BUY
$65.03 - $74.54 $5.45 Million - $6.25 Million
83,883 Added 1306.79%
90,302 $6.72 Million
Q4 2021

Feb 08, 2022
BUY
$63.88 - $71.58 $410,045 - $459,472
6,419 New
6,419 $459,000
Q4 2020

Jan 27, 2021
SELL
$59.98 - $66.76 $1.07 Million - $1.19 Million
-17,806 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$56.7 - $61.49 $421,110 - $456,686
7,427 Added 71.56%
17,806 $1.06 Million
Q2 2020

Jul 28, 2020
BUY
$51.79 - $62.83 $11,186 - $13,571
216 Added 2.13%
10,379 $585,000
Q1 2020

Apr 22, 2020
BUY
$44.93 - $70.98 $456,623 - $721,369
10,163 New
10,163 $563,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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