Grimes & Company, Inc. Utilities Sector Spdr Transaction History

Grimes & Company, Inc.

$3.43 Billion
Q4 2024

A detailed history of Grimes & Company, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Grimes & Company, Inc. holds 6,145 shares of XLU stock, worth $480,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,145

Previous 6,107 0.62%

Holding current value

$480,170

Previous $493,000 5.68%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $2,845 - $3,151	38 Added 0.62%	6,145 $465,000
Q3 2024 Oct 22, 2024	BUY	$67.67 - $80.78 $22,534 - $26,899	333 Added 5.77%	6,107 $493,000
Q2 2024 Jul 22, 2024	BUY	$62.77 - $72.87 $2,196 - $2,550	35 Added 0.61%	5,774 $393,000
Q1 2024 Apr 17, 2024	BUY	$59.95 - $65.65 $2,218 - $2,429	37 Added 0.65%	5,739 $376,000
Q4 2023 Jan 24, 2024	BUY	$56.19 - $65.96 $2,303 - $2,704	41 Added 0.72%	5,702 $361,000
Q3 2023 Oct 19, 2023	BUY	$58.83 - $68.46 $2,059 - $2,396	35 Added 0.62%	5,661 $333,000
Q1 2023 Apr 20, 2023	SELL	$63.7 - $72.08 $22,167 - $25,083	-348 Reduced 5.83%	5,626 $380,000
Q4 2022 Jan 25, 2023	BUY	$61.52 - $72.67 $6,521 - $7,703	106 Added 1.81%	5,974 $0
Q3 2022 Oct 28, 2022	BUY	$65.51 - $78.12 $15,853 - $18,905	242 Added 4.3%	5,868 $384,000
Q1 2021 May 12, 2021	BUY	$58.36 - $64.15 $328,333 - $360,907	5,626 New	5,626 $360,000

Others Institutions Holding XLU

# of Institutions

1,501

Shares Held

157M

Call Options Held

13.2M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grimes & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grimes & Company, Inc. with notifications on news.

Account

Grimes & Company, Inc. Utilities Sector Spdr Transaction History