Lowe Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 935 shares of XLU stock, worth $70,667. This represents 0.03% of its overall portfolio holdings.

Number of Shares

935

Previous 1,110 15.77%

Holding current value

$70,667

Previous $89,000 21.35%

% of portfolio

0.03%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$74.89 - $82.93 $13,105 - $14,512	-175 Reduced 15.77%	935 $70,000
Q3 2024 Oct 02, 2024	SELL	$67.67 - $80.78 $42,293 - $50,487	-625 Reduced 36.02%	1,110 $89,000
Q2 2024 Jul 09, 2024	SELL	$62.77 - $72.87 $144,684 - $167,965	-2,305 Reduced 57.05%	1,735 $118,000
Q1 2024 Apr 08, 2024	SELL	$59.95 - $65.65 $17,085 - $18,710	-285 Reduced 6.59%	4,040 $265,000
Q4 2023 Jan 04, 2024	SELL	$56.19 - $65.96 $5,619 - $6,595	-100 Reduced 2.26%	4,325 $273,000
Q3 2023 Oct 20, 2023	SELL	$58.83 - $68.46 $30,297 - $35,256	-515 Reduced 10.43%	4,425 $260,000
Q2 2023 Jul 06, 2023	SELL	$64.34 - $69.97 $145,086 - $157,782	-2,255 Reduced 31.34%	4,940 $323,000
Q1 2023 Apr 05, 2023	BUY	$63.7 - $72.08 $46,501 - $52,618	730 Added 11.29%	7,195 $487,000
Q4 2022 Jan 17, 2023	SELL	$61.52 - $72.67 $43,064 - $50,869	-700 Reduced 9.77%	6,465 $0
Q3 2022 Oct 06, 2022	SELL	$65.51 - $78.12 $81,887 - $97,650	-1,250 Reduced 14.85%	7,165 $469,000
Q2 2022 Jul 07, 2022	BUY	$64.87 - $76.96 $38,727 - $45,945	597 Added 7.64%	8,415 $590,000
Q1 2022 Apr 08, 2022	BUY	$65.03 - $74.54 $6,503 - $7,454	100 Added 1.3%	7,818 $582,000
Q4 2021 Jan 18, 2022	SELL	$63.88 - $71.58 $70,268 - $78,738	-1,100 Reduced 12.47%	7,718 $552,000
Q3 2021 Oct 05, 2021	SELL	$63.56 - $70.07 $3,178 - $3,503	-50 Reduced 0.56%	8,818 $563,000
Q2 2021 Jul 01, 2021	BUY	$63.23 - $67.72 $325,318 - $348,419	5,145 Added 138.2%	8,868 $0
Q1 2021 Apr 06, 2021	BUY	$58.36 - $64.15 $86,081 - $94,621	1,475 Added 65.61%	3,723 $238,000
Q4 2020 Jan 07, 2021	BUY	$59.98 - $66.76 $32,269 - $35,916	538 Added 31.46%	2,248 $141,000
Q3 2020 Oct 16, 2020	BUY	$56.7 - $61.49 $40,257 - $43,657	710 Added 71.0%	1,710 $102,000
Q2 2020 Jul 08, 2020	BUY	$51.79 - $62.83 $51,790 - $62,830	1,000 New	1,000 $56,000
Q1 2020 Apr 10, 2020	SELL	$44.93 - $70.98 $7,503 - $11,853	-167 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$61.37 - $64.82 $10,248 - $10,824	167 New	167 $11,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

168M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Lowe Wealth Advisors, LLC Utilities Sector Spdr Transaction History