Strategic Financial Concepts, LLC Utilities Sector Spdr Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 430,119 shares of XLU stock, worth $34.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
430,119
Previous 4,853 8762.95%
Holding current value
$34.2 Million
Previous $392 Million 33.24%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Jan 30, 2025
SELL
$74.89 - $82.93 $31.7 Million - $35.1 Million
-423,217 Reduced 98.4%
6,902 $522 Million
Q4 2024

Jan 27, 2025
BUY
$74.89 - $82.93 $31.8 Million - $35.3 Million
425,266 Added 8762.95%
430,119 $522 Million
Q3 2024

Nov 12, 2024
SELL
$67.67 - $80.78 $20.7 Million - $24.8 Million
-306,407 Reduced 98.44%
4,853 $392 Million
Q2 2024

Aug 06, 2024
BUY
$62.77 - $72.87 $19.2 Million - $22.3 Million
305,508 Added 5311.34%
311,260 $85.6 Million
Q1 2024

Apr 22, 2024
BUY
$59.95 - $65.65 $344,832 - $377,618
5,752 New
5,752 $378 Million
Q3 2023

Nov 07, 2023
BUY
$58.83 - $68.46 $128,014 - $148,968
2,176 Added 69.01%
5,329 $314 Million
Q2 2023

Sep 06, 2023
SELL
$64.34 - $69.97 $185,170 - $201,373
-2,878 Reduced 47.72%
3,153 $206 Million
Q1 2023

Sep 06, 2023
BUY
$63.7 - $72.08 $384,174 - $434,714
6,031 New
6,031 $408 Million

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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email