Epg Wealth Management LLC Utilities Sector Spdr Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,036 shares of XLU stock, worth $80,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,036
Previous 2,344 55.8%
Holding current value
$80,196
Previous $189 Million 58.59%
% of portfolio
0.02%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$74.89 - $82.93 $97,956 - $108,472
-1,308 Reduced 55.8%
1,036 $78.4 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $158,618 - $189,348
2,344 New
2,344 $189 Million
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $151,024 - $175,325
-2,406 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $179 - $196
3 Added 0.12%
2,406 $157,000
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $27,982 - $32,848
-498 Reduced 17.17%
2,403 $152,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $707,136 - $822,889
-12,020 Reduced 80.56%
2,901 $170,000
Q2 2023

Aug 15, 2023
BUY
$64.34 - $69.97 $2,187 - $2,378
34 Added 0.23%
14,921 $976,000
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $27,773 - $31,426
-436 Reduced 2.85%
14,887 $1.01 Million
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $269,888 - $318,803
-4,387 Reduced 22.26%
15,323 $1.08 Million
Q3 2022

Nov 15, 2022
BUY
$65.51 - $78.12 $8,647 - $10,311
132 Added 0.67%
19,710 $1.29 Million
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $16,541 - $19,624
255 Added 1.32%
19,578 $1.37 Million
Q1 2022

May 10, 2022
BUY
$65.03 - $74.54 $246,593 - $282,655
3,792 Added 24.42%
19,323 $1.44 Million
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $15,139 - $16,964
237 Added 1.55%
15,531 $1.11 Million
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $219,854 - $242,372
3,459 Added 29.23%
15,294 $977,000
Q2 2021

Aug 09, 2021
BUY
$63.23 - $67.72 $166,737 - $178,577
2,637 Added 28.67%
11,835 $748,000
Q1 2021

May 10, 2021
SELL
$58.36 - $64.15 $68,456 - $75,247
-1,173 Reduced 11.31%
9,198 $589,000
Q4 2020

Jan 29, 2021
SELL
$59.98 - $66.76 $67,057 - $74,637
-1,118 Reduced 9.73%
10,371 $650,000
Q3 2020

Nov 02, 2020
SELL
$56.7 - $61.49 $397,183 - $430,737
-7,005 Reduced 37.88%
11,489 $682,000
Q2 2020

Aug 06, 2020
SELL
$51.79 - $62.83 $64,012 - $77,657
-1,236 Reduced 6.26%
18,494 $1.04 Million
Q1 2020

May 05, 2020
BUY
$44.93 - $70.98 $692,865 - $1.09 Million
15,421 Added 357.88%
19,730 $1.09 Million
Q4 2019

Feb 14, 2020
BUY
$61.37 - $64.82 $264,443 - $279,309
4,309 New
4,309 $278,000

Others Institutions Holding XLU

# of Institutions
1,552
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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