Diligent Investors, LLC Utilities Sector Spdr Transaction History

Diligent Investors, LLC

$390 Million
Q4 2024

A detailed history of Diligent Investors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Diligent Investors, LLC holds 10,154 shares of XLU stock, worth $815,061. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,154

Previous 10,153 0.01%

Holding current value

$815,061

Previous $820,000 6.34%

% of portfolio

0.2%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $74 - $82	1 Added 0.01%	10,154 $768,000
Q2 2024 Jul 15, 2024	SELL	$62.77 - $72.87 $6,214 - $7,214	-99 Reduced 0.97%	10,153 $691,000
Q1 2024 May 03, 2024	BUY	$59.95 - $65.65 $66,004 - $72,280	1,101 Added 12.03%	10,252 $673,000
Q4 2023 Jan 10, 2024	BUY	$56.19 - $65.96 $26,746 - $31,396	476 Added 5.49%	9,151 $579,000
Q3 2023 Nov 03, 2023	BUY	$58.83 - $68.46 $204,257 - $237,693	3,472 Added 66.73%	8,675 $511,000
Q4 2021 Jan 21, 2022	BUY	$63.88 - $71.58 $110,193 - $123,475	1,725 Added 49.6%	5,203 $372,000
Q2 2021 Aug 12, 2021	BUY	$63.23 - $67.72 $219,913 - $235,530	3,478 New	3,478 $220,000

Others Institutions Holding XLU

# of Institutions

1,544

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Diligent Investors, LLC Utilities Sector Spdr Transaction History