Teamwork Financial Advisors, LLC Utilities Sector Spdr Transaction History

Teamwork Financial Advisors, LLC

  • $731 Million
  • Q4 2024

A detailed history of Teamwork Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 12,227 shares of XLU stock, worth $953,461. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,227
Previous 20,224 39.54%
Holding current value
$953,461
Previous $1.63 Million 43.36%
% of portfolio
0.13%
Previous 0.23%

Shares

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

Jan 17, 2025
SELL
$74.89 - $82.93 $598,895 - $663,191
-7,997 Reduced 39.54%
12,227 $925,000
Q3 2024

Oct 16, 2024
SELL
$67.67 - $80.78 $25,105 - $29,969
-371 Reduced 1.8%
20,224 $1.63 Million
Q2 2024

Aug 06, 2024
BUY
$62.77 - $72.87 $691,160 - $802,371
11,011 Added 114.89%
20,595 $1.4 Million
Q1 2024

Apr 19, 2024
BUY
$59.95 - $65.65 $354,724 - $388,451
5,917 Added 161.36%
9,584 $629,000
Q4 2023

Jan 19, 2024
SELL
$56.19 - $65.96 $421,312 - $494,568
-7,498 Reduced 67.16%
3,667 $232,000
Q3 2023

Oct 31, 2023
BUY
$58.83 - $68.46 $37,239 - $43,335
633 Added 6.01%
11,165 $657,000
Q2 2023

Jul 17, 2023
BUY
$64.34 - $69.97 $677,628 - $736,924
10,532 New
10,532 $689,000
Q4 2022

Jan 17, 2023
BUY
$61.52 - $72.67 $188,128 - $222,224
3,058 Added 33.62%
12,153 $0
Q3 2022

Oct 12, 2022
BUY
$65.51 - $78.12 $595,813 - $710,501
9,095 New
9,095 $596,000

Others Institutions Holding XLU

# of Institutions
1,552
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
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