Private Wealth Group, LLC Utilities Sector Spdr Transaction History

Private Wealth Group, LLC

  • $199 Million
  • Q4 2024

A detailed history of Private Wealth Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Private Wealth Group, LLC holds 15,508 shares of XLU stock, worth $1.21 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
15,508
Previous 15,285 1.46%
Holding current value
$1.21 Million
Previous $1.23 Million 4.94%
% of portfolio
0.59%
Previous 0.64%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$74.89 - $82.93 $16,700 - $18,493
223 Added 1.46%
15,508 $1.17 Million
Q3 2024

Oct 28, 2024
BUY
$67.67 - $80.78 $16,782 - $20,033
248 Added 1.65%
15,285 $1.23 Million
Q4 2023

Jan 26, 2024
SELL
$56.19 - $65.96 $93,949 - $110,285
-1,672 Reduced 10.01%
15,037 $952,000
Q3 2023

Nov 14, 2023
SELL
$58.83 - $68.46 $639,070 - $743,680
-10,863 Reduced 39.4%
16,709 $984,000
Q2 2023

Aug 10, 2023
SELL
$64.34 - $69.97 $25,800 - $28,057
-401 Reduced 1.43%
27,572 $1.8 Million
Q4 2022

Feb 06, 2023
BUY
$61.52 - $72.67 $770,291 - $909,901
12,521 Added 81.03%
27,973 $1.97 Million
Q3 2022

Oct 12, 2022
SELL
$65.51 - $78.12 $178,318 - $212,642
-2,722 Reduced 14.98%
15,452 $1.01 Million
Q2 2022

Jul 13, 2022
SELL
$64.87 - $76.96 $14,530 - $17,239
-224 Reduced 1.22%
18,174 $1.28 Million
Q1 2022

Apr 13, 2022
BUY
$65.03 - $74.54 $19,899 - $22,809
306 Added 1.69%
18,398 $1.37 Million
Q2 2021

Aug 06, 2021
BUY
$63.23 - $67.72 $33,132 - $35,485
524 Added 2.98%
18,092 $1.14 Million
Q1 2021

May 03, 2021
BUY
$58.36 - $64.15 $75,576 - $83,074
1,295 Added 7.96%
17,568 $1.13 Million
Q1 2020

May 12, 2020
BUY
$44.93 - $70.98 $217,461 - $343,543
4,840 Added 42.33%
16,273 $902,000
Q1 2019

Apr 25, 2019
BUY
N/A
2,150 Added 23.16%
11,433 $665,000
Q1 2018

Mar 07, 2019
BUY
N/A
3,383 Added 57.34%
9,283 $469,000
Q4 2017

Mar 07, 2019
BUY
N/A
5,900
5,900 $311,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
165M
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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