Investment Partners, Ltd. Utilities Sector Spdr Transaction History

Investment Partners, Ltd.

$239 Million
Q3 2024

A detailed history of Investment Partners, Ltd. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Investment Partners, Ltd. holds 38,795 shares of XLU stock, worth $2.97 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

38,795

Previous 39,116 0.82%

Holding current value

$2.97 Million

Previous $2.67 Million 17.56%

% of portfolio

1.31%

Previous 1.2%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$67.67 - $80.78 $21,722 - $25,930	-321 Reduced 0.82%	38,795 $3.13 Million
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.65 $60,489 - $66,240	-1,009 Reduced 2.51%	39,116 $2.57 Million
Q4 2023 Feb 02, 2024	SELL	$56.19 - $65.96 $5,956 - $6,991	-106 Reduced 0.26%	40,125 $2.54 Million
Q4 2022 Jan 17, 2023	SELL	$61.52 - $72.67 $1.22 Million - $1.45 Million	-19,888 Reduced 33.08%	40,231 $0
Q3 2022 Oct 21, 2022	BUY	$65.51 - $78.12 $1.33 Million - $1.59 Million	20,328 Added 51.09%	60,119 $3.94 Million
Q2 2022 Aug 05, 2022	BUY	$64.87 - $76.96 $142,714 - $169,312	2,200 Added 5.85%	39,791 $2.79 Million
Q3 2021 Oct 13, 2021	BUY	$63.56 - $70.07 $50,848 - $56,055	800 Added 2.17%	37,591 $2.4 Million
Q2 2021 Jul 15, 2021	BUY	$63.23 - $67.72 $7,271 - $7,787	115 Added 0.31%	36,791 $2.33 Million
Q1 2021 May 06, 2021	SELL	$58.36 - $64.15 $5,836 - $6,415	-100 Reduced 0.27%	36,676 $2.35 Million
Q4 2020 Jan 19, 2021	BUY	$59.98 - $66.76 $53,982 - $60,084	900 Added 2.51%	36,776 $2.31 Million
Q3 2020 Nov 09, 2020	BUY	$56.7 - $61.49 $5,670 - $6,149	100 Added 0.28%	35,876 $2.13 Million
Q2 2020 Aug 06, 2020	SELL	$51.79 - $62.83 $61,371 - $74,453	-1,185 Reduced 3.21%	35,776 $2.02 Million
Q1 2020 Apr 29, 2020	BUY	$44.93 - $70.98 $145,348 - $229,620	3,235 Added 9.59%	36,961 $2.05 Million
Q4 2019 Jan 31, 2020	SELL	$61.37 - $64.82 $199,022 - $210,211	-3,243 Reduced 8.77%	33,726 $2.18 Million
Q3 2019 Oct 17, 2019	BUY	$62.5 - $64.93 $375 - $389	6 Added 0.02%	36,969 $2.39 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-433 Reduced 1.16%	36,963 $2.2 Million
Q1 2019 May 03, 2019	BUY	N/A	100 Added 0.27%	37,396 $2.18 Million
Q4 2018 Jan 15, 2019	BUY	N/A	3,428 Added 10.12%	37,296 $1.97 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-9,000 Reduced 20.99%	33,868 $1.78 Million
Q3 2017 Oct 30, 2017	BUY	N/A	42,868	42,868 $2.27 Million

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Investment Partners, Ltd. Utilities Sector Spdr Transaction History