Raleigh Capital Management Inc. Utilities Sector Spdr Transaction History

Raleigh Capital Management Inc.

$253 Million
Q4 2024

A detailed history of Raleigh Capital Management Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Raleigh Capital Management Inc. holds 18,579 shares of XLU stock, worth $1.45 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

18,579

Previous 20,848 10.88%

Holding current value

$1.45 Million

Previous $1.68 Million 16.51%

% of portfolio

0.56%

Previous 0.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$74.89 - $82.93 $169,925 - $188,168	-2,269 Reduced 10.88%	18,579 $1.41 Million
Q3 2024 Oct 21, 2024	BUY	$67.67 - $80.78 $1.41 Million - $1.68 Million	20,832 Added 130200.0%	20,848 $1.68 Million
Q2 2024 Jul 31, 2024	SELL	$62.77 - $72.87 $6,465 - $7,505	-103 Reduced 86.55%	16 $1,000
Q1 2024 May 13, 2024	BUY	$59.95 - $65.65 $4,136 - $4,529	69 Added 138.0%	119 $7,000
Q3 2023 Dec 06, 2023	BUY	$58.83 - $68.46 $58 - $68	1 Added 2.04%	50 $2,000
Q2 2023 Jul 25, 2023	SELL	$64.34 - $69.97 $19,237 - $20,921	-299 Reduced 85.92%	49 $3,000
Q1 2023 May 22, 2023	BUY	$63.7 - $72.08 $15,925 - $18,020	250 Added 255.1%	348 $23,000
Q3 2022 Nov 09, 2022	BUY	$65.51 - $78.12 $65 - $78	1 Added 1.03%	98 $6,000
Q2 2022 Aug 30, 2022	SELL	$64.87 - $76.96 $973 - $1,154	-15 Reduced 13.39%	97 $7,000
Q1 2022 May 12, 2022	BUY	$65.03 - $74.54 $65 - $74	1 Added 0.9%	112 $8,000
Q4 2021 Feb 16, 2022	BUY	$63.88 - $71.58 $7,090 - $7,945	111 New	111 $8,000

Others Institutions Holding XLU

# of Institutions

1,487

Shares Held

158M

Call Options Held

13.2M

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 Raleigh Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raleigh Capital Management Inc. with notifications on news.

Account

Raleigh Capital Management Inc. Utilities Sector Spdr Transaction History