Estate Counselors, LLC Utilities Sector Spdr Transaction History

Estate Counselors, LLC

$362 Million
Q4 2024

A detailed history of Estate Counselors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Estate Counselors, LLC holds 52,172 shares of XLU stock, worth $4.19 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

52,172

Previous 141,660 63.17%

Holding current value

$4.19 Million

Previous $11.4 Million 65.5%

% of portfolio

1.09%

Previous 3.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.89 - $82.93 $6.7 Million - $7.42 Million	-89,488 Reduced 63.17%	52,172 $3.95 Million
Q3 2024 Nov 12, 2024	SELL	$67.67 - $80.78 $33,496 - $39,986	-495 Reduced 0.35%	141,660 $11.4 Million
Q2 2024 Aug 08, 2024	SELL	$62.77 - $72.87 $7,218 - $8,380	-115 Reduced 0.08%	142,155 $9.69 Million
Q1 2024 May 14, 2024	SELL	$59.95 - $65.65 $209,825 - $229,775	-3,500 Reduced 2.4%	142,270 $9.34 Million
Q4 2023 Jan 23, 2024	BUY	$56.19 - $65.96 $3.82 Million - $4.48 Million	67,910 Added 87.22%	145,770 $9.23 Million
Q3 2023 Nov 02, 2023	BUY	$58.83 - $68.46 $186,785 - $217,360	3,175 Added 4.25%	77,860 $4.59 Million
Q2 2023 Jul 31, 2023	BUY	$64.34 - $69.97 $789,773 - $858,881	12,275 Added 19.67%	74,685 $4.89 Million
Q1 2023 May 04, 2023	SELL	$63.7 - $72.08 $492,719 - $557,538	-7,735 Reduced 11.03%	62,410 $4.22 Million
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $741,623 - $876,036	12,055 Added 20.75%	70,145 $4.95 Million
Q3 2022 Nov 04, 2022	SELL	$65.51 - $78.12 $7.48 Million - $8.92 Million	-114,200 Reduced 66.28%	58,090 $3.81 Million
Q2 2022 Aug 03, 2022	BUY	$64.87 - $76.96 $4.36 Million - $5.17 Million	67,175 Added 63.91%	172,290 $12.1 Million
Q1 2022 May 09, 2022	BUY	$65.03 - $74.54 $237,034 - $271,698	3,645 Added 3.59%	105,115 $7.83 Million
Q4 2021 Feb 14, 2022	SELL	$63.88 - $71.58 $695,972 - $779,864	-10,895 Reduced 9.7%	101,470 $7.26 Million
Q3 2021 Nov 03, 2021	SELL	$63.56 - $70.07 $5.54 Million - $6.11 Million	-87,190 Reduced 43.69%	112,365 $7.18 Million
Q2 2021 Aug 03, 2021	SELL	$63.23 - $67.72 $173,882 - $186,230	-2,750 Reduced 1.36%	199,555 $12.6 Million
Q1 2021 May 06, 2021	BUY	$58.36 - $64.15 $11.3 Million - $12.4 Million	193,135 Added 2106.16%	202,305 $13 Million
Q4 2020 Feb 11, 2021	BUY	$59.98 - $66.76 $550,016 - $612,189	9,170 New	9,170 $575,000
Q3 2020 Oct 28, 2020	SELL	$56.7 - $61.49 $21,262 - $23,058	-375 Closed	0 $0
Q2 2020 Aug 07, 2020	SELL	$51.79 - $62.83 $5.87 Million - $7.12 Million	-113,400 Reduced 99.67%	375 $21,000
Q1 2020 Apr 28, 2020	BUY	$44.93 - $70.98 $61,778 - $97,597	1,375 Added 1.22%	113,775 $6.3 Million
Q4 2019 Jan 31, 2020	BUY	$61.37 - $64.82 $76,712 - $81,024	1,250 Added 1.12%	112,400 $7.26 Million
Q3 2019 Oct 28, 2019	SELL	$62.5 - $64.93 $113,125 - $117,523	-1,810 Reduced 1.6%	111,150 $7.2 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-82,710 Reduced 42.27%	112,960 $6.74 Million
Q1 2019 May 01, 2019	BUY	N/A	35,950 Added 22.51%	195,670 $11.4 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-7,560 Reduced 4.52%	159,720 $8.45 Million
Q3 2018 Oct 15, 2018	BUY	N/A	7,300 Added 4.56%	167,280 $8.81 Million
Q2 2018 Aug 08, 2018	BUY	N/A	159,980 New	159,980 $8.31 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-99,380 Closed	0 $0
Q2 2017 Nov 13, 2017	BUY	N/A	99,380	99,380 $5.16 Million

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Estate Counselors, LLC Utilities Sector Spdr Transaction History