Moneco Advisors, LLC Utilities Sector Spdr Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moneco Advisors, LLC holds 15,229 shares of XLU stock, worth $1.15 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,229

Previous 7,039 116.35%

Holding current value

$1.15 Million

Previous $479,000 156.78%

% of portfolio

0.16%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$67.67 - $80.78 $554,217 - $661,588	8,190 Added 116.35%	15,229 $1.23 Million
Q2 2024 Jul 19, 2024	BUY	$62.77 - $72.87 $441,838 - $512,931	7,039 New	7,039 $479,000
Q3 2023 Mar 13, 2024	BUY	$58.83 - $68.46 $259,499 - $301,977	4,411 Added 92.07%	9,202 $542,000
Q3 2023 Nov 03, 2023	BUY	$58.83 - $68.46 $257,145 - $299,238	4,371 Added 91.23%	9,162 $539,000
Q2 2023 Mar 13, 2024	BUY	$64.34 - $69.97 $308,252 - $335,226	4,791 New	4,791 $313,000
Q2 2023 Aug 02, 2023	BUY	$64.34 - $69.97 $5,726 - $6,227	89 Added 1.89%	4,791 $313,000
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $90,708 - $102,641	1,424 Added 43.44%	4,702 $318,000
Q4 2022 Jan 27, 2023	BUY	$61.52 - $72.67 $201,662 - $238,212	3,278 New	3,278 $231,000

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

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Account

Moneco Advisors, LLC Utilities Sector Spdr Transaction History