Forte Capital LLC Utilities Sector Spdr Transaction History

Forte Capital LLC

  • $840 Million
  • Q4 2024

A detailed history of Forte Capital LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forte Capital LLC holds 122,866 shares of XLU stock, worth $9.8 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
122,866
Previous 120,170 2.24%
Holding current value
$9.8 Million
Previous $9.71 Million 4.2%
% of portfolio
1.11%
Previous 1.15%

Shares

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

Feb 03, 2025
BUY
$74.89 - $82.93 $201,903 - $223,579
2,696 Added 2.24%
122,866 $9.3 Million
Q3 2024

Oct 31, 2024
BUY
$67.67 - $80.78 $172,220 - $205,585
2,545 Added 2.16%
120,170 $9.71 Million
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $1.56 Million - $1.82 Million
24,916 Added 26.88%
117,625 $8.01 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $49,338 - $54,029
823 Added 0.9%
92,709 $6.09 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $5.16 Million - $6.06 Million
91,886 New
91,886 $5.82 Million

Others Institutions Holding XLU

# of Institutions
1,543
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
Track This Portfolio

Track Forte Capital LLC Portfolio

Follow Forte Capital 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 Forte Capital LLC , based on Form 13F filings with the SEC.

News

Stay updated on Forte Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email