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 $242,052. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,069
Holding current value
$242,052
% 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
1,551
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
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, 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 Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email