Garde Capital, Inc. Utilities Sector Spdr Transaction History

Garde Capital, Inc.

$1.52 Billion
Q4 2024

A detailed history of Garde Capital, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Garde Capital, Inc. holds 2,950 shares of XLU stock, worth $228,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,950

Previous 2,000 47.5%

Holding current value

$228,212

Previous $162,000 37.65%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$74.89 - $82.93 $71,145 - $78,783	950 Added 47.5%	2,950 $223,000
Q3 2023 Nov 17, 2023	SELL	$58.83 - $68.46 $15,531 - $18,073	-264 Reduced 11.66%	2,000 $118,000
Q3 2022 Nov 30, 2022	SELL	$65.51 - $78.12 $348,840 - $415,989	-5,325 Reduced 70.17%	2,264 $148,000
Q4 2021 Feb 25, 2022	BUY	$63.88 - $71.58 $30,087 - $33,714	471 Added 6.62%	7,589 $543,000
Q3 2021 Nov 17, 2021	BUY	$63.56 - $70.07 $112,056 - $123,533	1,763 Added 32.92%	7,118 $455,000
Q1 2021 May 24, 2021	BUY	$58.36 - $64.15 $15,407 - $16,935	264 Added 5.19%	5,355 $343,000
Q4 2020 Feb 26, 2021	BUY	$59.98 - $66.76 $305,358 - $339,875	5,091 New	5,091 $319,000

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
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Garde Capital, Inc. Utilities Sector Spdr Transaction History