Cape Investment Advisory, Inc. Utilities Sector Spdr Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 182 shares of XLU stock, worth $13,755. This represents 0.01% of its overall portfolio holdings.

Number of Shares
182
Previous 151 20.53%
Holding current value
$13,755
Previous $10.3 Million 42.93%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$67.67 - $80.78 $2,097 - $2,504
31 Added 20.53%
182 $14.7 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $9,478 - $11,003
151 New
151 $10.3 Million

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
168M
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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