Fwl Investment Management, LLC Utilities Sector Spdr Transaction History

Fwl Investment Management, LLC

$273 Million
Q4 2024

A detailed history of Fwl Investment Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fwl Investment Management, LLC holds 5,534 shares of XLU stock, worth $428,110. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,534

Previous 5,110 8.3%

Holding current value

$428,110

Previous $412,000 1.46%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $31,753 - $35,162	424 Added 8.3%	5,534 $418,000
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $130,941 - $156,309	1,935 Added 60.94%	5,110 $412,000
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $188,121 - $218,391	2,997 Added 1683.71%	3,175 $216,000
Q1 2024 May 13, 2024	BUY	$59.95 - $65.65 $2,398 - $2,626	40 Added 28.99%	178 $11,000
Q4 2023 Feb 13, 2024	BUY	$56.19 - $65.96 $6,012 - $7,057	107 Added 345.16%	138 $8,000
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $1,823 - $2,122	31 New	31 $1,000
Q4 2022 Feb 14, 2023	SELL	$61.52 - $72.67 $246 - $290	-4 Reduced 2.47%	158 $11,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $10,612 - $12,655	162 New	162 $11,000

Others Institutions Holding XLU

# of Institutions

1,551

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

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Fwl Investment Management, LLC Utilities Sector Spdr Transaction History