Steel Peak Wealth Management LLC Utilities Sector Spdr Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 8,366 shares of XLU stock, worth $632,302. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,366
Previous 84,034 90.04%
Holding current value
$632,302
Previous $5.73 Million 88.21%
% of portfolio
0.03%
Previous 0.27%

Shares

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

Oct 25, 2024
SELL
$67.67 - $80.78 $5.12 Million - $6.11 Million
-75,668 Reduced 90.04%
8,366 $675,000
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $5.02 Million - $5.83 Million
80,033 Added 2000.32%
84,034 $5.73 Million
Q1 2024

Apr 17, 2024
SELL
$59.95 - $65.65 $27,996 - $30,658
-467 Reduced 10.45%
4,001 $262,000
Q4 2023

Jan 23, 2024
SELL
$56.19 - $65.96 $1,348 - $1,583
-24 Reduced 0.53%
4,468 $282,000
Q3 2023

Nov 02, 2023
SELL
$58.83 - $68.46 $15,707 - $18,278
-267 Reduced 5.61%
4,492 $264,000
Q2 2023

Aug 02, 2023
BUY
$64.34 - $69.97 $306,194 - $332,987
4,759 New
4,759 $311,000
Q3 2022

Oct 26, 2022
SELL
$65.51 - $78.12 $1.53 Million - $1.82 Million
-23,338 Reduced 78.12%
6,537 $428,000
Q2 2022

Aug 02, 2022
BUY
$64.87 - $76.96 $1.41 Million - $1.67 Million
21,700 Added 265.44%
29,875 $2.1 Million
Q1 2022

May 10, 2022
BUY
$65.03 - $74.54 $531,620 - $609,364
8,175 New
8,175 $609,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
168M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email