Narus Financial Partners, LLC Utilities Sector Spdr Transaction History

Narus Financial Partners, LLC

$279 Billion
Q3 2024

A detailed history of Narus Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Narus Financial Partners, LLC holds 6,846 shares of XLU stock, worth $542,750. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,846

Previous 5,832 17.39%

Holding current value

$542,750

Previous $397 Million 39.15%

% of portfolio

0.2%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$67.67 - $80.78 $68,617 - $81,910	1,014 Added 17.39%	6,846 $553 Million
Q2 2024 Jul 17, 2024	SELL	$62.77 - $72.87 $2,824 - $3,279	-45 Reduced 0.77%	5,832 $397 Million
Q1 2024 Apr 18, 2024	SELL	$59.95 - $65.65 $6,474 - $7,090	-108 Reduced 1.8%	5,877 $386 Million
Q4 2023 Jan 25, 2024	SELL	$56.19 - $65.96 $769,072 - $902,794	-13,687 Reduced 69.58%	5,985 $379 Million
Q3 2023 Oct 30, 2023	SELL	$58.83 - $68.46 $28,120 - $32,723	-478 Reduced 2.37%	19,672 $1.16 Billion
Q2 2023 Aug 30, 2023	BUY	$64.34 - $69.97 $8,171 - $8,886	127 Added 0.63%	20,150 $1.32 Billion
Q1 2023 Jun 27, 2023	BUY	$63.7 - $72.08 $1.28 Million - $1.44 Million	20,023 New	20,023 $1.36 Billion
Q4 2022 Oct 12, 2023	BUY	$61.52 - $72.67 $212,490 - $251,002	3,454 Added 21.2%	19,746 $1.39 Billion
Q3 2022 Oct 12, 2023	SELL	$65.51 - $78.12 $252,737 - $301,386	-3,858 Reduced 19.15%	16,292 $1.07 Billion
Q2 2022 Oct 12, 2023	SELL	$64.87 - $76.96 $339,464 - $402,731	-5,233 Reduced 25.97%	14,917 $1.05 Billion
Q1 2021 Mar 07, 2024	SELL	$58.36 - $64.15 $105,164 - $115,598	-1,802 Reduced 30.11%	4,183 $268 Million
Q4 2019 May 14, 2024	BUY	$61.37 - $64.82 $85,365 - $90,164	1,391 Added 18.33%	8,978 $580 Million
Q3 2019 May 14, 2024	BUY	$62.5 - $64.93 $106,875 - $111,030	1,710 Added 29.1%	7,587 $491 Million
Q2 2019 May 13, 2024	BUY	N/A	1,681 Added 28.6%	7,558 $451 Million

Others Institutions Holding XLU

# of Institutions

1,422

Shares Held

166M

Call Options Held

21.4M

Put Options Held

26.5M

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 Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.

Account

Narus Financial Partners, LLC Utilities Sector Spdr Transaction History