Pacific Capital Wealth Advisors, Inc Utilities Sector Spdr Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,048 shares of XLU stock, worth $79,207. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,048
Previous 1,048 -0.0%
Holding current value
$79,207
Previous $71,000 18.31%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$59.95 - $65.65 $1.16 Million - $1.27 Million
-19,341 Reduced 94.86%
1,048 $68,000
Q4 2023

Feb 06, 2024
SELL
$56.19 - $65.96 $5,619 - $6,595
-100 Reduced 0.49%
20,389 $1.29 Million
Q3 2023

Nov 03, 2023
SELL
$58.83 - $68.46 $5,883 - $6,845
-100 Reduced 0.49%
20,489 $1.21 Million
Q2 2023

Aug 01, 2023
BUY
$64.34 - $69.97 $12,868 - $13,994
200 Added 0.98%
20,589 $1.35 Million
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $97,878 - $115,617
-1,591 Reduced 7.24%
20,389 $1.44 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $1.44 Million - $1.72 Million
21,980 New
21,980 $1.44 Million

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

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