A detailed history of Org Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Org Partners LLC holds 5,746 shares of XLU stock, worth $437,155. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,746
Previous 6,326 9.17%
Holding current value
$437,155
Previous $431,000 7.66%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 11, 2024

SELL
$67.67 - $80.78 $39,248 - $46,852
-580 Reduced 9.17%
5,746 $464,000
Q2 2024

Jul 16, 2024

BUY
$62.77 - $72.87 $397,083 - $460,975
6,326 New
6,326 $431,000
Q4 2023

Jan 29, 2024

SELL
$56.19 - $65.96 $9,720 - $11,411
-173 Reduced 3.97%
4,180 $264,000
Q3 2023

Nov 03, 2023

SELL
$58.83 - $68.46 $555,237 - $646,125
-9,438 Reduced 68.44%
4,353 $4.35 Million
Q2 2023

Jul 25, 2023

BUY
$64.34 - $69.97 $887,312 - $964,956
13,791 New
13,791 $905 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Org Partners LLC Portfolio

Follow Org Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Org Partners LLC with notifications on news.