Personal Cfo Solutions, LLC Utilities Sector Spdr Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 14,749 shares of XLU stock, worth $1.18 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,749

Previous 11,798 25.01%

Holding current value

$1.18 Million

Previous $953,000 17.1%

% of portfolio

0.22%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$74.89 - $82.93 $221,000 - $244,726	2,951 Added 25.01%	14,749 $1.12 Million
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $4,804 - $5,735	-71 Reduced 0.6%	11,798 $953,000
Q2 2024 Aug 09, 2024	SELL	$62.77 - $72.87 $20,839 - $24,192	-332 Reduced 2.72%	11,869 $808,000
Q1 2024 May 13, 2024	SELL	$59.95 - $65.65 $96,399 - $105,565	-1,608 Reduced 11.64%	12,201 $800,000
Q4 2023 Feb 13, 2024	BUY	$56.19 - $65.96 $775,927 - $910,841	13,809 New	13,809 $874,000
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $177,300 - $209,434	2,882 Added 13.98%	23,492 $1.66 Million
Q3 2022 Nov 01, 2022	BUY	$65.51 - $78.12 $1.35 Million - $1.61 Million	20,610 New	20,610 $1.35 Million
Q1 2020 Apr 30, 2020	SELL	$44.93 - $70.98 $916,572 - $1.45 Million	-20,400 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$61.37 - $64.82 $64,561 - $68,190	-1,052 Reduced 4.9%	20,400 $1.32 Million
Q3 2019 Nov 13, 2019	BUY	$62.5 - $64.93 $1.34 Million - $1.39 Million	21,452 New	21,452 $1.39 Million

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Personal Cfo Solutions, LLC Utilities Sector Spdr Transaction History