Ibex Wealth Advisors Utilities Sector Spdr Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ibex Wealth Advisors holds 20,924 shares of XLU stock, worth $1.65 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

20,924

Holding current value

$1.65 Million

% of portfolio

0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$74.89 - $82.93 $1.57 Million - $1.74 Million	20,924 New	20,924 $1.58 Million
Q4 2022 Feb 06, 2023	SELL	$61.52 - $72.67 $6,828 - $8,066	-111 Reduced 1.73%	6,293 $444,000
Q3 2022 Oct 31, 2022	BUY	$65.51 - $78.12 $6,747 - $8,046	103 Added 1.63%	6,404 $420,000
Q2 2022 Aug 16, 2022	SELL	$64.87 - $76.96 $24,326 - $28,859	-375 Reduced 5.62%	6,301 $442,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $85,579 - $98,094	1,316 Added 24.55%	6,676 $497,000
Q4 2021 Feb 22, 2022	SELL	$63.88 - $71.58 $9,837 - $11,023	-154 Reduced 2.79%	5,360 $384,000
Q3 2021 Nov 12, 2021	BUY	$63.56 - $70.07 $23,517 - $25,925	370 Added 7.19%	5,514 $352,000
Q2 2021 Aug 20, 2021	BUY	$63.23 - $67.72 $325,255 - $348,351	5,144 New	5,144 $325,000

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Ibex Wealth Advisors Utilities Sector Spdr Transaction History