Merit Financial Group, LLC Utilities Sector Spdr Transaction History

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Merit Financial Group, LLC holds 19,004 shares of XLU stock, worth $1.51 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,004
Previous 13,001 46.17%
Holding current value
$1.51 Million
Previous $1.05 Million 36.95%
% of portfolio
0.03%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$74.89 - $82.93 $449,564 - $497,828
6,003 Added 46.17%
19,004 $1.44 Million
Q3 2024

Oct 17, 2024
SELL
$67.67 - $80.78 $8,729 - $10,420
-129 Reduced 0.98%
13,001 $1.05 Million
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $14,562 - $16,905
-232 Reduced 1.74%
13,130 $894,000
Q1 2024

May 06, 2024
SELL
$59.95 - $65.65 $49,518 - $54,226
-826 Reduced 5.82%
13,362 $877,000
Q4 2023

Feb 06, 2024
SELL
$56.19 - $65.96 $171,829 - $201,705
-3,058 Reduced 17.73%
14,188 $898,000
Q3 2023

Nov 07, 2023
SELL
$58.83 - $68.46 $987,932 - $1.15 Million
-16,793 Reduced 49.33%
17,246 $1.02 Million
Q2 2023

Aug 01, 2023
SELL
$64.34 - $69.97 $1.08 Million - $1.18 Million
-16,794 Reduced 33.04%
34,039 $2.23 Million
Q1 2023

Apr 24, 2023
SELL
$63.7 - $72.08 $710,191 - $803,619
-11,149 Reduced 17.99%
50,833 $3.44 Million
Q4 2022

Jan 13, 2023
BUY
$61.52 - $72.67 $398,157 - $470,320
6,472 Added 11.66%
61,982 $0
Q3 2022

Oct 31, 2022
BUY
$65.51 - $78.12 $2.94 Million - $3.5 Million
44,864 Added 421.42%
55,510 $3.64 Million
Q2 2022

Aug 08, 2022
BUY
$64.87 - $76.96 $235,024 - $278,826
3,623 Added 51.59%
10,646 $747,000
Q1 2022

May 13, 2022
BUY
$65.03 - $74.54 $219,931 - $252,094
3,382 Added 92.89%
7,023 $523,000
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $1,597 - $1,789
25 Added 0.69%
3,641 $261,000
Q3 2021

Oct 27, 2021
BUY
$63.56 - $70.07 $4,385 - $4,834
69 Added 1.95%
3,616 $231,000
Q2 2021

Aug 16, 2021
BUY
$63.23 - $67.72 $224,276 - $240,202
3,547 New
3,547 $224,000
Q1 2020

May 05, 2020
SELL
$44.93 - $70.98 $168,846 - $266,742
-3,758 Closed
0 $0
Q4 2019

Jan 16, 2020
BUY
$61.37 - $64.82 $230,628 - $243,593
3,758 New
3,758 $243,000

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
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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