Householder Group Estate & Retirement Specialist, LLC Utilities Sector Spdr Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 7,167 shares of XLU stock, worth $566,909. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,167
Previous 7,888 9.14%
Holding current value
$566,909
Previous $637,000 14.91%
% of portfolio
0.41%
Previous 0.19%

Shares

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

Jan 15, 2025
SELL
$74.89 - $82.93 $53,995 - $59,792
-721 Reduced 9.14%
7,167 $542,000
Q3 2024

Oct 18, 2024
SELL
$67.67 - $80.78 $238,739 - $284,991
-3,528 Reduced 30.9%
7,888 $637,000
Q2 2024

Jul 17, 2024
BUY
$62.77 - $72.87 $454,705 - $527,870
7,244 Added 173.63%
11,416 $777,000
Q1 2024

May 03, 2024
SELL
$59.95 - $65.65 $6,594 - $7,221
-110 Reduced 2.57%
4,172 $273,000
Q4 2023

Jan 23, 2024
SELL
$56.19 - $65.96 $184,865 - $217,008
-3,290 Reduced 43.45%
4,282 $271,000
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $102,128 - $118,846
1,736 Added 29.75%
7,572 $446,000
Q1 2023

Apr 13, 2023
BUY
$63.7 - $72.08 $371,753 - $420,658
5,836 New
5,836 $395,000
Q3 2022

Oct 11, 2022
BUY
$65.51 - $78.12 $113,332 - $135,147
1,730 Added 38.98%
6,168 $404,000
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $9,146 - $10,851
141 Added 3.28%
4,438 $311,000
Q1 2022

Apr 18, 2022
SELL
$65.03 - $74.54 $2,211 - $2,534
-34 Reduced 0.79%
4,297 $320,000
Q4 2021

Apr 12, 2022
BUY
$63.88 - $71.58 $276,664 - $310,012
4,331 New
4,331 $310,000

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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