Northwest Financial Advisors Utilities Sector Spdr Transaction History

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

A detailed history of Northwest Financial Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 160 shares of XLU stock, worth $12,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
160
Previous 245 34.69%
Holding current value
$12,537
Previous $16.1 Million 32.22%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$62.77 - $72.87 $5,335 - $6,193
-85 Reduced 34.69%
160 $10.9 Million
Q1 2024

May 09, 2024
BUY
$59.95 - $65.65 $5,095 - $5,580
85 Added 53.13%
245 $16.1 Million
Q4 2023

Feb 07, 2024
BUY
$56.19 - $65.96 $8,990 - $10,553
160 New
160 $10.1 Million

Others Institutions Holding XLU

# of Institutions
1,430
Shares Held
170M
Call Options Held
21.4M
Put Options Held
26.4M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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