Retirement Planning CO Of New England, Inc. Utilities Sector Spdr Transaction History

Retirement Planning CO Of New England, Inc.

  • $197 Million
  • Q3 2024

A detailed history of Retirement Planning CO Of New England, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 6,177 shares of XLU stock, worth $466,857. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,177
Previous 6,172 0.08%
Holding current value
$466,857
Previous $420,000 18.57%
% of portfolio
0.25%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $338 - $403
5 Added 0.08%
6,177 $498,000
Q2 2024

Aug 08, 2024
SELL
$62.77 - $72.87 $8,097 - $9,400
-129 Reduced 2.05%
6,172 $420,000
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $1,558 - $1,706
26 Added 0.41%
6,301 $413,000
Q4 2023

Feb 12, 2024
BUY
$56.19 - $65.96 $30,623 - $35,948
545 Added 9.51%
6,275 $397,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $70,772 - $82,357
-1,203 Reduced 17.35%
5,730 $337,000
Q2 2023

Aug 11, 2023
SELL
$64.34 - $69.97 $3,345 - $3,638
-52 Reduced 0.74%
6,933 $453,000
Q1 2023

Apr 21, 2023
BUY
$63.7 - $72.08 $4,331 - $4,901
68 Added 0.98%
6,985 $472,000
Q4 2022

Feb 03, 2023
BUY
$61.52 - $72.67 $43,494 - $51,377
707 Added 11.38%
6,917 $487,000
Q3 2022

Oct 19, 2022
BUY
$65.51 - $78.12 $10,547 - $12,577
161 Added 2.66%
6,210 $406,000
Q2 2022

Aug 12, 2022
SELL
$64.87 - $76.96 $11,871 - $14,083
-183 Reduced 2.94%
6,049 $424,000
Q1 2022

May 06, 2022
BUY
$65.03 - $74.54 $1,040 - $1,192
16 Added 0.26%
6,232 $464,000
Q4 2021

Feb 08, 2022
BUY
$63.88 - $71.58 $397,078 - $444,941
6,216 New
6,216 $445,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
168M
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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