Phillips Wealth Planners LLC Utilities Sector Spdr Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,944 shares of XLU stock, worth $301,637. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,944

Previous 4,482 12.0%

Holding current value

$301,637

Previous $311 Million 4.13%

% of portfolio

0.31%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$67.67 - $80.78 $36,406 - $43,459	-538 Reduced 12.0%	3,944 $324 Million
Q2 2024 Aug 02, 2024	BUY	$62.77 - $72.87 $627 - $728	10 Added 0.22%	4,482 $311 Million
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.65 $49,218 - $53,898	821 Added 22.49%	4,472 $281 Million
Q4 2023 Feb 12, 2024	SELL	$56.19 - $65.96 $40,512 - $47,557	-721 Reduced 16.49%	3,651 $223 Million
Q3 2023 Oct 30, 2023	SELL	$58.83 - $68.46 $217,847 - $253,507	-3,703 Reduced 45.86%	4,372 $256 Million
Q2 2023 Jul 26, 2023	BUY	$64.34 - $69.97 $99,855 - $108,593	1,552 Added 23.79%	8,075 $528 Million
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $3,185 - $3,604	50 Added 0.77%	6,523 $451 Million
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $398,218 - $470,392	6,473 New	6,473 $441 Million

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Account

Phillips Wealth Planners LLC Utilities Sector Spdr Transaction History