Merit Financial Group, LLC Utilities Sector Spdr Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

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 19,133 shares of XLU stock, worth $1.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,133

Previous 19,004 0.68%

Holding current value

$1.49 Million

Previous $1.44 Million 3.69%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$74.7 - $80.27 $9,636 - $10,354	129 Added 0.68%	19,133 $1.49 Million
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

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Merit Financial Group, LLC Utilities Sector Spdr Transaction History