Buckingham Strategic Wealth, LLC Utilities Sector Spdr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 6,034 shares of XLU stock, worth $535,577. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,034
Previous 6,521 7.47%
Holding current value
$535,577
Previous $428,000 3.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024
SELL
$62.77 - $72.87 $30,568 - $35,487
-487 Reduced 7.47%
6,034 $411,000
Q1 2024

May 09, 2024
BUY
$59.95 - $65.65 $15,347 - $16,806
256 Added 4.09%
6,521 $428,000
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $82,543 - $96,895
1,469 Added 30.63%
6,265 $396,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $105,835 - $123,159
-1,799 Reduced 27.28%
4,796 $282,000
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $76,500 - $83,194
1,189 Added 21.99%
6,595 $431,000
Q4 2022

Feb 13, 2023
SELL
$61.52 - $72.67 $23,931 - $28,268
-389 Reduced 6.71%
5,406 $381,000
Q3 2022

Nov 07, 2022
BUY
$65.51 - $78.12 $44,874 - $53,512
685 Added 13.41%
5,795 $380,000
Q2 2022

Aug 12, 2022
BUY
$64.87 - $76.96 $147,773 - $175,314
2,278 Added 80.44%
5,110 $358,000
Q1 2022

May 10, 2022
SELL
$65.03 - $74.54 $25,491 - $29,219
-392 Reduced 12.16%
2,832 $211,000
Q4 2021

Feb 09, 2022
BUY
$63.88 - $71.58 $574 - $644
9 Added 0.28%
3,224 $231,000
Q3 2021

Nov 10, 2021
BUY
$63.56 - $70.07 $204,345 - $225,275
3,215 New
3,215 $205,000
Q3 2020

Nov 12, 2020
SELL
$56.7 - $61.49 $525,155 - $569,520
-9,262 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$51.79 - $62.83 $479,678 - $581,931
9,262 New
9,262 $523,000
Q1 2020

May 07, 2020
SELL
$44.93 - $70.98 $165,342 - $261,206
-3,680 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$62.5 - $64.93 $230,000 - $238,942
3,680 New
3,680 $238,000

Others Institutions Holding XLU

# of Institutions
1,666
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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