A detailed history of Buska Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Buska Wealth Management, LLC holds 3,548 shares of XLU stock, worth $276,318. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,548
Previous 4,050 12.4%
Holding current value
$276,318
Previous $327 Million 99.91%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Jan 10, 2025

SELL
$67.67 - $80.78 $8,797 - $10,501
-130 Reduced 3.15%
3,996 $323 Million
Q3 2024

Jan 08, 2025

SELL
$67.67 - $80.78 $33,970 - $40,551
-502 Reduced 12.4%
3,548 $286,000
Q2 2024

Jan 10, 2025

BUY
$62.77 - $72.87 $36,281 - $42,118
578 Added 16.29%
4,126 $281 Million
Q2 2024

Oct 01, 2024

SELL
$62.77 - $72.87 $8,160 - $9,473
-130 Reduced 3.11%
4,050 $327 Million
Q1 2024

Jan 10, 2025

BUY
$59.95 - $65.65 $328,825 - $360,090
5,485 Added 137.26%
9,481 $622 Million
Q1 2024

Jul 01, 2024

BUY
$59.95 - $65.65 $250,591 - $274,417
4,180 New
4,180 $285 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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