Planning Directions Inc Utilities Sector Spdr Transaction History

Planning Directions Inc

  • $193 Million
  • Q4 2025

A detailed history of Planning Directions Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Planning Directions Inc holds 12,464 shares of XLU stock, worth $1.11 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
12,464
Previous 5,797 115.01%
Holding current value
$1.11 Million
Previous $505,000 119.01%
% of portfolio
0.57%
Previous 0.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$87.89 - $92.9 $585,962 - $619,364
6,667 Added 115.01%
12,464 $1.11 Million
Q3 2025

Nov 12, 2025
SELL
$81.14 - $87.32 $20,122 - $21,655
-248 Reduced 4.1%
5,797 $505,000
Q2 2025

Aug 01, 2025
BUY
$73.09 - $82.77 $2,558 - $2,896
35 Added 0.58%
6,045 $493,000
Q1 2025

Apr 29, 2025
SELL
$74.7 - $80.27 $20,990 - $22,555
-281 Reduced 4.47%
6,010 $473,000
Q4 2024

Feb 06, 2025
SELL
$74.89 - $82.93 $30,480 - $33,752
-407 Reduced 6.08%
6,291 $476,000
Q3 2024

Nov 07, 2024
SELL
$67.67 - $80.78 $64,624 - $77,144
-955 Reduced 12.48%
6,698 $541,000
Q2 2024

Aug 09, 2024
SELL
$62.77 - $72.87 $85,367 - $99,103
-1,360 Reduced 15.09%
7,653 $521,000
Q1 2024

May 08, 2024
SELL
$59.95 - $65.65 $1.12 Million - $1.22 Million
-18,639 Reduced 67.41%
9,013 $591,000
Q4 2023

Jan 31, 2024
BUY
$56.19 - $65.96 $128,956 - $151,378
2,295 Added 9.05%
27,652 $1.75 Million
Q3 2023

Oct 27, 2023
BUY
$58.83 - $68.46 $215,200 - $250,426
3,658 Added 16.86%
25,357 $1.49 Million
Q2 2023

Jul 19, 2023
BUY
$64.34 - $69.97 $282,581 - $307,308
4,392 Added 25.38%
21,699 $1.42 Million
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $163,072 - $184,524
2,560 Added 17.36%
17,307 $1.17 Million
Q4 2022

Feb 08, 2023
BUY
$61.52 - $72.67 $247,248 - $292,060
4,019 Added 37.46%
14,747 $1.04 Million
Q3 2022

Nov 08, 2022
BUY
$65.51 - $78.12 $468,396 - $558,558
7,150 Added 199.83%
10,728 $703,000
Q2 2022

Aug 03, 2022
BUY
$64.87 - $76.96 $232,104 - $275,362
3,578 New
3,578 $251,000

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
170M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions Inc 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 Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email