Envestnet Portfolio Solutions, Inc. Utilities Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 24,916 shares of XLU stock, worth $1.96 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,916

Previous 42,654 41.59%

Holding current value

$1.96 Million

Previous $3.45 Million 45.28%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$74.89 - $82.93 $1.33 Million - $1.47 Million	-17,738 Reduced 41.59%	24,916 $1.89 Million
Q3 2024 Oct 31, 2024	BUY	$67.67 - $80.78 $719,670 - $859,095	10,635 Added 33.21%	42,654 $3.45 Million
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $42,432 - $49,260	676 Added 2.16%	32,019 $2.18 Million
Q1 2024 May 06, 2024	BUY	$59.95 - $65.65 $653,574 - $715,716	10,902 Added 53.33%	31,343 $2.06 Million
Q4 2023 Feb 07, 2024	SELL	$56.19 - $65.96 $2,809 - $3,297	-50 Reduced 0.24%	20,441 $1.29 Million
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $1.21 Million - $1.4 Million	20,491 New	20,491 $1.21 Million

Others Institutions Holding XLU

# of Institutions

1,550

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

More about XLU

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Envestnet Portfolio Solutions, Inc. Utilities Sector Spdr Transaction History