Successful Portfolios LLC Utilities Sector Spdr Transaction History

Successful Portfolios LLC

  • $149 Million
  • Q4 2024

A detailed history of Successful Portfolios LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 4,156 shares of XLU stock, worth $329,238. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,156
Previous 4,156 -0.0%
Holding current value
$329,238
Previous $335,000 6.27%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Oct 09, 2024
BUY
$67.67 - $80.78 $9,473 - $11,309
140 Added 3.49%
4,156 $335,000
Q2 2024

Jul 12, 2024
SELL
$62.77 - $72.87 $25,108 - $29,148
-400 Reduced 9.06%
4,016 $273,000
Q1 2024

Apr 17, 2024
SELL
$59.95 - $65.65 $6,594 - $7,221
-110 Reduced 2.43%
4,416 $289,000
Q4 2023

Jan 18, 2024
BUY
$56.19 - $65.96 $21,914 - $25,724
390 Added 9.43%
4,526 $286,000
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $3,353 - $3,902
57 Added 1.4%
4,136 $243,000
Q2 2023

Jul 20, 2023
SELL
$64.34 - $69.97 $73,283 - $79,695
-1,139 Reduced 21.83%
4,079 $266,000
Q1 2023

Apr 21, 2023
SELL
$63.7 - $72.08 $62,871 - $71,142
-987 Reduced 15.91%
5,218 $353,000
Q4 2022

Jan 27, 2023
BUY
$61.52 - $72.67 $922 - $1,090
15 Added 0.24%
6,205 $0
Q2 2022

Jul 22, 2022
BUY
$64.87 - $76.96 $4,865 - $5,771
75 Added 1.23%
6,190 $434,000
Q1 2022

Apr 21, 2022
SELL
$65.03 - $74.54 $975 - $1,118
-15 Reduced 0.24%
6,115 $455,000
Q4 2021

Jan 26, 2022
SELL
$63.88 - $71.58 $1,916 - $2,147
-30 Reduced 0.49%
6,130 $439,000
Q3 2021

Oct 14, 2021
SELL
$63.56 - $70.07 $3,178 - $3,503
-50 Reduced 0.81%
6,160 $394,000
Q4 2020

Feb 02, 2021
BUY
$59.98 - $66.76 $23,992 - $26,704
400 Added 6.88%
6,210 $389,000
Q3 2020

Oct 13, 2020
BUY
$56.7 - $61.49 $2,835 - $3,074
50 Added 0.87%
5,810 $345,000
Q2 2020

Jul 13, 2020
SELL
$51.79 - $62.83 $13,206 - $16,021
-255 Reduced 4.24%
5,760 $325,000
Q1 2020

Apr 23, 2020
BUY
$44.93 - $70.98 $35,539 - $56,145
791 Added 15.14%
6,015 $333,000
Q3 2019

Oct 11, 2019
BUY
$62.5 - $64.93 $3,125 - $3,246
50 Added 0.97%
5,224 $338,000
Q4 2018

Jan 14, 2019
BUY
N/A
10 Added 0.19%
5,174 $274,000
Q2 2018

Jul 24, 2018
BUY
N/A
47 Added 0.92%
5,164 $268,000
Q1 2018

May 08, 2018
BUY
N/A
190 Added 3.86%
5,117 $259,000
Q4 2017

Feb 09, 2018
BUY
N/A
4,927
4,927 $260,000

Others Institutions Holding XLU

# of Institutions
1,545
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios 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 Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email