A detailed history of Smithbridge Asset Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 11,970 shares of XLU stock, worth $935,335. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,970
Previous 12,104 1.11%
Holding current value
$935,335
Previous $824,000 17.23%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 24, 2024

SELL
$67.67 - $80.78 $9,067 - $10,824
-134 Reduced 1.11%
11,970 $966,000
Q2 2024

Jul 19, 2024

BUY
$62.77 - $72.87 $759,768 - $882,018
12,104 New
12,104 $824,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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