Cypress Wealth Services, LLC Utilities Sector Spdr Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,730 shares of XLU stock, worth $208,790. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,730

Holding current value

$208,790

% of portfolio

0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$67.67 - $80.78 $184,739 - $220,529	2,730 New	2,730 $220,000
Q2 2022 Jul 27, 2022	SELL	$64.87 - $76.96 $177,095 - $210,100	-2,730 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$65.03 - $74.54 $177,531 - $203,494	2,730 New	2,730 $203,000
Q2 2021 Jul 14, 2021	SELL	$63.23 - $67.72 $320,259 - $343,001	-5,065 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$58.36 - $64.15 $11,672 - $12,830	-200 Reduced 3.8%	5,065 $324,000
Q4 2020 Jan 22, 2021	BUY	$59.98 - $66.76 $719 - $801	12 Added 0.23%	5,265 $330,000
Q2 2020 Jul 15, 2020	SELL	$51.79 - $62.83 $4,661 - $5,654	-90 Reduced 1.68%	5,253 $296,000
Q1 2020 Apr 10, 2020	BUY	$44.93 - $70.98 $9,704 - $15,331	216 Added 4.21%	5,343 $296,000
Q4 2019 Jan 14, 2020	BUY	$61.37 - $64.82 $306 - $324	5 Added 0.1%	5,127 $331,000
Q3 2019 Oct 16, 2019	BUY	$62.5 - $64.93 $6,375 - $6,622	102 Added 2.03%	5,122 $332,000
Q2 2019 Jul 24, 2019	BUY	N/A	5,020 New	5,020 $299,000

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Cypress Wealth Services, LLC Utilities Sector Spdr Transaction History