Fwl Investment Management, LLC Utilities Sector Spdr Transaction History

Fwl Investment Management, LLC

  • $260 Million
  • Q3 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 5,110 shares of XLU stock, worth $406,193. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,110
Previous 3,175 60.94%
Holding current value
$406,193
Previous $216,000 90.74%
% of portfolio
0.16%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,480
Shares Held
163M
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
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