Rockport Wealth LLC Utilities Sector Spdr Transaction History

Rockport Wealth LLC

  • $225 Billion
  • Q4 2024

A detailed history of Rockport Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rockport Wealth LLC holds 30,632 shares of XLU stock, worth $2.43 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
30,632
Previous 203,142 84.92%
Holding current value
$2.43 Million
Previous $16.4 Billion 85.71%
% of portfolio
1.04%
Previous 4.38%

Shares

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

Feb 10, 2025
SELL
$74.89 - $82.93 $12.9 Million - $14.3 Million
-172,510 Reduced 84.92%
30,632 $2.35 Billion
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $1.79 Million - $2.13 Million
26,388 Added 14.93%
203,142 $16.4 Billion
Q2 2024

Aug 15, 2024
BUY
$62.77 - $72.87 $10.6 Million - $12.3 Million
168,166 Added 1958.15%
176,754 $12 Billion
Q1 2024

May 13, 2024
BUY
$59.95 - $65.65 $514,850 - $563,802
8,588 New
8,588 $562 Million

Others Institutions Holding XLU

# of Institutions
1,544
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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