Resonant Capital Advisors, LLC Utilities Sector Spdr Transaction History

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 13,465 shares of XLU stock, worth $1.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,465

Previous 13,478 0.1%

Holding current value

$1.05 Million

Previous $1.09 Million 6.34%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$74.89 - $82.93 $973 - $1,078	-13 Reduced 0.1%	13,465 $1.02 Million
Q3 2024 Oct 18, 2024	BUY	$67.67 - $80.78 $879 - $1,050	13 Added 0.1%	13,478 $1.09 Million
Q2 2024 Aug 01, 2024	BUY	$62.77 - $72.87 $217,498 - $252,494	3,465 Added 34.65%	13,465 $917,000
Q1 2023 Apr 21, 2023	SELL	$63.7 - $72.08 $218,427 - $247,162	-3,429 Reduced 25.53%	10,000 $676,000
Q4 2022 Jan 23, 2023	BUY	$61.52 - $72.67 $210,952 - $249,185	3,429 Added 34.29%	13,429 $0
Q1 2022 Apr 19, 2022	SELL	$65.03 - $74.54 $10,925 - $12,522	-168 Reduced 1.65%	10,000 $755,000
Q4 2021 Jan 26, 2022	BUY	$63.88 - $71.58 $10,731 - $12,025	168 Added 1.68%	10,168 $728,000
Q4 2019 Feb 18, 2020	BUY	$61.37 - $64.82 $613,700 - $648,199	10,000 New	10,000 $646,000

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Resonant Capital Advisors, LLC Utilities Sector Spdr Transaction History