A detailed history of Kingsview Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 432,620 shares of XLU stock, worth $33.1 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
432,620
Previous 21,687 1894.84%
Holding current value
$33.1 Million
Previous $1.48 Million 2266.08%
% of portfolio
0.79%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$67.67 - $80.78 $27.8 Million - $33.2 Million
410,933 Added 1894.84%
432,620 $34.9 Million
Q2 2024

Aug 14, 2024

SELL
$62.77 - $72.87 $367,957 - $427,163
-5,862 Reduced 21.28%
21,687 $1.48 Million
Q1 2024

May 09, 2024

SELL
$59.95 - $65.65 $49,938 - $54,686
-833 Reduced 2.93%
27,549 $1.81 Million
Q4 2023

Feb 08, 2024

BUY
$56.19 - $65.96 $866,618 - $1.02 Million
15,423 Added 119.01%
28,382 $1.8 Million
Q3 2023

Nov 07, 2023

SELL
$58.83 - $68.46 $23.8 Million - $27.7 Million
-405,156 Reduced 96.9%
12,959 $763,000
Q2 2023

Aug 10, 2023

BUY
$64.34 - $69.97 $4.18 Million - $4.54 Million
64,932 Added 18.38%
418,115 $27.4 Million
Q1 2023

May 15, 2023

BUY
$63.7 - $72.08 $18.6 Million - $21 Million
291,330 Added 471.0%
353,183 $23.9 Million
Q4 2022

Feb 13, 2023

BUY
$61.52 - $72.67 $134,790 - $159,219
2,191 Added 3.67%
61,853 $4.36 Million
Q3 2022

Nov 14, 2022

SELL
$65.51 - $78.12 $12.6 Million - $15 Million
-191,868 Reduced 76.28%
59,662 $3.91 Million
Q2 2022

Aug 16, 2022

BUY
$64.87 - $76.96 $14 Million - $16.6 Million
215,501 Added 598.13%
251,530 $17.6 Million
Q1 2022

Feb 08, 2024

BUY
$65.03 - $74.54 $481,807 - $552,266
7,409 Added 26.1%
35,791 $0
Q4 2021

Feb 17, 2022

SELL
$63.88 - $71.58 $32,451 - $36,362
-508 Reduced 1.39%
36,029 $2.58 Million
Q3 2021

Dec 03, 2021

BUY
$63.56 - $70.07 $1.76 Million - $1.94 Million
27,631 Added 310.25%
36,537 $2.33 Million
Q2 2021

Aug 17, 2021

SELL
$63.23 - $67.72 $25,355 - $27,155
-401 Reduced 4.31%
8,906 $569,000
Q1 2021

May 24, 2021

SELL
$58.36 - $64.15 $293,842 - $322,995
-5,035 Reduced 35.11%
9,307 $595,000
Q4 2020

Feb 16, 2021

SELL
$59.98 - $66.76 $121,639 - $135,389
-2,028 Reduced 12.39%
14,342 $899,000
Q3 2020

Nov 19, 2020

SELL
$56.7 - $61.49 $234,397 - $254,199
-4,134 Reduced 20.16%
16,370 $972,000
Q2 2020

Aug 14, 2020

BUY
$51.79 - $62.83 $195,351 - $236,994
3,772 Added 22.54%
20,504 $1.16 Million
Q1 2020

May 11, 2020

SELL
$44.93 - $70.98 $5.46 Million - $8.62 Million
-121,478 Reduced 87.89%
16,732 $927,000
Q4 2019

Jan 31, 2020

BUY
$61.37 - $64.82 $8.14 Million - $8.6 Million
132,701 Added 2408.8%
138,210 $8.93 Million
Q4 2019

Jan 30, 2020

SELL
$61.37 - $64.82 $2.59 Million - $2.74 Million
-42,232 Reduced 88.46%
5,509 $290,000
Q3 2019

Jan 29, 2020

SELL
$62.5 - $64.93 $4.8 Million - $4.98 Million
-76,742 Reduced 61.65%
47,741 $3.09 Million
Q2 2019

Jan 29, 2020

BUY
N/A
3,715 Added 3.08%
124,483 $7.42 Million
Q1 2019

Jan 29, 2020

BUY
N/A
8,843 Added 7.9%
120,768 $7.03 Million
Q4 2018

Jan 29, 2020

BUY
N/A
75,528 Added 207.51%
111,925 $5.92 Million
Q3 2018

Jan 29, 2020

BUY
N/A
32,072 Added 741.55%
36,397 $1.92 Million
Q2 2018

Jan 29, 2020

SELL
N/A
-35 Reduced 0.8%
4,325 $225,000
Q1 2018

Jan 29, 2020

SELL
N/A
-1,149 Reduced 20.86%
4,360 $220,000
Q4 2017

Jan 29, 2020

SELL
N/A
-1,339 Reduced 19.55%
5,509 $290,000
Q3 2017

Jan 29, 2020

BUY
N/A
1,052 Added 18.15%
6,848 $363,000
Q2 2017

Jan 29, 2020

BUY
N/A
196 Added 3.5%
5,796 $301,000
Q1 2017

Jan 29, 2020

BUY
N/A
5,600
5,600 $287,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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