Stockman Wealth Management, Inc. Utilities Sector Spdr Transaction History

Stockman Wealth Management, Inc.

  • $620 Million
  • Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 10,216 shares of XLU stock, worth $811,456. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,216
Previous 9,902 3.17%
Holding current value
$811,456
Previous $799,000 3.25%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 28, 2025
BUY
$74.89 - $82.93 $23,515 - $26,040
314 Added 3.17%
10,216 $773,000
Q3 2024

Nov 04, 2024
SELL
$67.67 - $80.78 $2,368 - $2,827
-35 Reduced 0.35%
9,902 $799,000
Q2 2024

Jul 31, 2024
SELL
$62.77 - $72.87 $20,965 - $24,338
-334 Reduced 3.25%
9,937 $677,000
Q1 2024

Apr 17, 2024
BUY
$59.95 - $65.65 $63,307 - $69,326
1,056 Added 11.46%
10,271 $674,000
Q4 2023

Feb 01, 2024
SELL
$56.19 - $65.96 $45,120 - $52,965
-803 Reduced 8.02%
9,215 $583,000
Q3 2023

Oct 31, 2023
SELL
$58.83 - $68.46 $320,152 - $372,559
-5,442 Reduced 35.2%
10,018 $590,000
Q2 2023

Aug 02, 2023
BUY
$64.34 - $69.97 $107,833 - $117,269
1,676 Added 12.16%
15,460 $1.01 Million
Q1 2023

May 04, 2023
BUY
$63.7 - $72.08 $148,357 - $167,874
2,329 Added 20.33%
13,784 $933,000
Q4 2022

Feb 07, 2023
BUY
$61.52 - $72.67 $704,711 - $832,434
11,455 New
11,455 $807,000

Others Institutions Holding XLU

# of Institutions
1,538
Shares Held
155M
Call Options Held
16.4M
Put Options Held
40.7M
View Full List

About UTILITIES SECTOR SPDR

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