Sky Oak Wealth, LLC Utilities Sector Spdr Transaction History

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,069 shares of XLU stock, worth $243,218. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,069
Holding current value
$243,218
% of portfolio
0.05%

Shares

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

Jan 24, 2025
BUY
$74.89 - $82.93 $229,837 - $254,512
3,069 New
3,069 $232,000
Q2 2020

Aug 10, 2020
SELL
$51.79 - $62.83 $5.43 Million - $6.59 Million
-104,839 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$44.93 - $70.98 $4.52 Million - $7.15 Million
100,663 Added 2410.51%
104,839 $5.81 Million
Q4 2019

Feb 04, 2020
BUY
$61.37 - $64.82 $256,281 - $270,688
4,176 New
4,176 $270,000

Others Institutions Holding XLU

# of Institutions
1,524
Shares Held
154M
Call Options Held
14.7M
Put Options Held
40.3M
View Full List

About UTILITIES SECTOR SPDR

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