Powell Investment Advisors, LLC Utilities Sector Spdr Transaction History

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 10,215 shares of XLU stock, worth $798,200. This represents 0.39% of its overall portfolio holdings.

Number of Shares
10,215
Previous 10,215 -0.0%
Holding current value
$798,200
Previous $696,000 18.53%
% of portfolio
0.39%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
SELL
$63.7 - $72.08 $1,528 - $1,729
-24 Reduced 0.23%
10,215 $691,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $1,476 - $1,744
24 Added 0.23%
10,239 $721,000
Q4 2020

Jan 14, 2021
SELL
$59.98 - $66.76 $13,795 - $15,354
-230 Reduced 2.2%
10,215 $640,000
Q1 2020

May 12, 2020
SELL
$44.93 - $70.98 $35,270 - $55,719
-785 Reduced 6.99%
10,445 $579,000
Q4 2019

Feb 10, 2020
BUY
$61.37 - $64.82 $689,185 - $727,928
11,230 New
11,230 $726,000

Others Institutions Holding XLU

# of Institutions
1,426
Shares Held
167M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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