Kerntke Otto Mc Glone Wealth Management Group Utilities Sector Spdr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 21,472 shares of XLU stock, worth $1.64 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
21,472
Previous 20,448 5.01%
Holding current value
$1.64 Million
Previous $1.39 Million 24.48%
% of portfolio
1.47%
Previous 1.3%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $69,294 - $82,718
1,024 Added 5.01%
21,472 $1.73 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $2,636 - $3,060
42 Added 0.21%
20,448 $1.39 Million
Q1 2024

May 10, 2024
BUY
$59.95 - $65.65 $23,140 - $25,340
386 Added 1.93%
20,406 $1.34 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $19,891 - $23,349
354 Added 1.8%
20,020 $1.27 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $82,832 - $96,391
1,408 Added 7.71%
19,666 $1.16 Million
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $27,666 - $30,087
430 Added 2.41%
18,258 $1.19 Million
Q1 2023

May 04, 2023
BUY
$63.7 - $72.08 $30,830 - $34,886
484 Added 2.79%
17,828 $1.21 Million
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $31,313 - $36,989
509 Added 3.02%
17,344 $1.22 Million
Q3 2022

Nov 14, 2022
SELL
$65.51 - $78.12 $92,434 - $110,227
-1,411 Reduced 7.73%
16,835 $1.1 Million
Q2 2022

Aug 12, 2022
BUY
$64.87 - $76.96 $1.18 Million - $1.4 Million
18,246 New
18,246 $1.28 Million
Q1 2022

May 16, 2022
SELL
$65.03 - $74.54 $1.17 Million - $1.34 Million
-17,927 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $1.15 Million - $1.28 Million
17,927 New
17,927 $1.28 Million
Q3 2021

Nov 09, 2021
SELL
$63.56 - $70.07 $1.81 Million - $2 Million
-28,549 Closed
0 $0
Q2 2021

Aug 04, 2021
SELL
$63.23 - $67.72 $11,507 - $12,325
-182 Reduced 0.63%
28,549 $1.81 Million
Q1 2021

May 14, 2021
BUY
$58.36 - $64.15 $17,566 - $19,309
301 Added 1.06%
28,731 $1.84 Million
Q4 2020

Feb 12, 2021
SELL
$59.98 - $66.76 $63,818 - $71,032
-1,064 Reduced 3.61%
28,430 $1.78 Million
Q3 2020

Nov 12, 2020
SELL
$56.7 - $61.49 $85,276 - $92,480
-1,504 Reduced 4.85%
29,494 $1.75 Million
Q2 2020

Jul 31, 2020
SELL
$51.79 - $62.83 $11,238 - $13,634
-217 Reduced 0.7%
30,998 $1.75 Million
Q1 2020

Apr 27, 2020
SELL
$44.93 - $70.98 $119,109 - $188,167
-2,651 Reduced 7.83%
31,215 $1.73 Million
Q4 2019

Feb 21, 2020
BUY
$61.37 - $64.82 $2.08 Million - $2.2 Million
33,866 New
33,866 $2.19 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

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