A detailed history of Naples Money Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Naples Money Management LLC holds 1,257 shares of XLU stock, worth $95,632. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,257
Previous 1,400 10.21%
Holding current value
$95,632
Previous $94.7 Million 7.18%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$67.67 - $80.78 $9,676 - $11,551
-143 Reduced 10.21%
1,257 $102 Million
Q2 2024

Jul 09, 2024

BUY
$62.77 - $72.87 $8,976 - $10,420
143 Added 11.38%
1,400 $94.7 Million
Q1 2024

Apr 30, 2024

SELL
$59.95 - $65.65 $4,616 - $5,055
-77 Reduced 5.77%
1,257 $82.5 Million
Q4 2023

Jan 31, 2024

BUY
$56.19 - $65.96 $74,957 - $87,990
1,334 New
1,334 $84.5 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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