Fin Trust Capital Advisors, LLC Utilities Sector Spdr Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 665 shares of XLU stock, worth $50,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares
665
Previous 664 0.15%
Holding current value
$50,859
Previous $45,000 17.78%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$67.67 - $80.78 $67 - $80
1 Added 0.15%
665 $53,000
Q2 2024

Jul 24, 2024
BUY
$62.77 - $72.87 $2,385 - $2,769
38 Added 6.07%
664 $45,000
Q1 2024

May 02, 2024
BUY
$59.95 - $65.65 $16,606 - $18,185
277 Added 79.37%
626 $41,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $955 - $1,121
17 Added 5.12%
349 $22,000
Q3 2023

Oct 24, 2023
SELL
$58.83 - $68.46 $5,765 - $6,709
-98 Reduced 22.79%
332 $19,000
Q2 2022

Jul 26, 2022
BUY
$64.87 - $76.96 $8,433 - $10,004
130 Added 43.33%
430 $30,000
Q3 2021

Nov 16, 2021
SELL
$63.56 - $70.07 $12,076 - $13,313
-190 Reduced 38.78%
300 $19,000
Q2 2020

Sep 11, 2020
BUY
$51.79 - $62.83 $25,377 - $30,786
490 New
490 $28,000
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $25,377 - $30,786
-490 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$61.37 - $64.82 $6,137 - $6,481
-100 Reduced 16.95%
490 $32,000
Q2 2019

Aug 01, 2019
SELL
N/A
-200 Reduced 25.32%
590 $35,000
Q4 2018

Feb 11, 2019
BUY
N/A
790 New
790 $42,000

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

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email