Sowa Financial Group, Inc. Utilities Sector Spdr Transaction History

Sowa Financial Group, Inc.

$144 Million
Q4 2024

A detailed history of Sowa Financial Group, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sowa Financial Group, Inc. holds 13,533 shares of XLU stock, worth $1.06 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

13,533

Previous 14,031 3.55%

Holding current value

$1.06 Million

Previous $1.13 Million 9.62%

% of portfolio

0.71%

Previous 0.78%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$74.89 - $82.93 $37,295 - $41,299	-498 Reduced 3.55%	13,533 $1.02 Million
Q3 2024 Oct 10, 2024	SELL	$67.67 - $80.78 $37,421 - $44,671	-553 Reduced 3.79%	14,031 $1.13 Million
Q2 2024 Jul 29, 2024	SELL	$62.77 - $72.87 $258,110 - $299,641	-4,112 Reduced 21.99%	14,584 $993,000
Q4 2023 Jan 24, 2024	SELL	$56.19 - $65.96 $52,425 - $61,540	-933 Reduced 4.75%	18,696 $1.18 Million
Q3 2023 Oct 23, 2023	SELL	$58.83 - $68.46 $28,650 - $33,340	-487 Reduced 2.42%	19,629 $1.16 Million
Q2 2023 Jul 18, 2023	SELL	$64.34 - $69.97 $900 - $979	-14 Reduced 0.07%	20,116 $1.32 Million
Q1 2023 Apr 24, 2023	SELL	$63.7 - $72.08 $167,531 - $189,570	-2,630 Reduced 11.56%	20,130 $1.36 Million
Q4 2022 Jan 27, 2023	BUY	$61.52 - $72.67 $3,629 - $4,287	59 Added 0.26%	22,760 $1.61 Million
Q3 2022 Oct 25, 2022	SELL	$65.51 - $78.12 $5,895 - $7,030	-90 Reduced 0.39%	22,701 $1.49 Million
Q2 2022 Aug 09, 2022	BUY	$64.87 - $76.96 $69,670 - $82,655	1,074 Added 4.95%	22,791 $1.6 Million
Q1 2022 Apr 28, 2022	BUY	$65.03 - $74.54 $67,501 - $77,372	1,038 Added 5.02%	21,717 $1.62 Million
Q4 2021 Jan 27, 2022	SELL	$63.88 - $71.58 $3,002 - $3,364	-47 Reduced 0.23%	20,679 $1.48 Million
Q3 2021 Oct 07, 2021	BUY	$63.56 - $70.07 $103,157 - $113,723	1,623 Added 8.5%	20,726 $1.32 Million
Q2 2021 Jul 06, 2021	BUY	$63.23 - $67.72 $92,695 - $99,277	1,466 Added 8.31%	19,103 $1.21 Million
Q1 2021 Apr 07, 2021	BUY	$58.36 - $64.15 $83,980 - $92,311	1,439 Added 8.88%	17,637 $1.13 Million
Q4 2020 Jan 15, 2021	BUY	$59.98 - $66.76 $78,273 - $87,121	1,305 Added 8.76%	16,198 $1.02 Million
Q3 2020 Oct 06, 2020	BUY	$56.7 - $61.49 $11,850 - $12,851	209 Added 1.42%	14,893 $884,000
Q2 2020 Jul 10, 2020	SELL	$51.79 - $62.83 $4,868 - $5,906	-94 Reduced 0.64%	14,684 $829,000
Q1 2020 Apr 29, 2020	SELL	$44.93 - $70.98 $27,407 - $43,297	-610 Reduced 3.96%	14,778 $0
Q4 2019 Mar 19, 2020	BUY	$61.37 - $64.82 $944,361 - $997,450	15,388 New	15,388 $0

Others Institutions Holding XLU

# of Institutions

1,554

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowa Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sowa Financial Group, Inc. with notifications on news.

Account

Sowa Financial Group, Inc. Utilities Sector Spdr Transaction History