Silverlake Wealth Management LLC Utilities Sector Spdr Transaction History

Silverlake Wealth Management LLC

  • $261 Billion
  • Q4 2024

A detailed history of Silverlake Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 10,919 shares of XLU stock, worth $863,692. This represents 0.32% of its overall portfolio holdings.

Number of Shares
10,919
Previous 10,786 1.23%
Holding current value
$863,692
Previous $871 Million 5.14%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Jan 27, 2025
BUY
$74.89 - $82.93 $9,960 - $11,029
133 Added 1.23%
10,919 $826 Million
Q3 2024

Oct 10, 2024
BUY
$67.67 - $80.78 $124,918 - $149,119
1,846 Added 20.65%
10,786 $871 Million
Q2 2024

Aug 02, 2024
BUY
$62.77 - $72.87 $64,464 - $74,837
1,027 Added 12.98%
8,940 $609 Million
Q1 2024

Apr 18, 2024
SELL
$59.95 - $65.65 $326,068 - $357,070
-5,439 Reduced 40.74%
7,913 $519 Million
Q4 2023

Jan 22, 2024
BUY
$56.19 - $65.96 $241,673 - $283,693
4,301 Added 47.52%
13,352 $846 Million
Q3 2023

Oct 10, 2023
SELL
$58.83 - $68.46 $27,591 - $32,107
-469 Reduced 4.93%
9,051 $533 Million
Q2 2023

Jul 25, 2023
BUY
$64.34 - $69.97 $612,516 - $666,114
9,520 New
9,520 $623 Million
Q1 2022

Apr 06, 2023
BUY
$65.03 - $74.54 $10,729 - $12,299
165 Added 5.63%
3,096 $231 Million
Q4 2021

Apr 06, 2023
BUY
$63.88 - $71.58 $187,232 - $209,800
2,931 New
2,931 $210 Million

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Silverlake Wealth Management LLC Portfolio

Follow Silverlake Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silverlake Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silverlake Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email