Triangle Securities Wealth Management Utilities Sector Spdr Transaction History

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Triangle Securities Wealth Management holds 12,426 shares of XLU stock, worth $980,908. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,426
Previous 12,501 0.6%
Holding current value
$980,908
Previous $1.01 Million 6.84%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Jan 15, 2025
SELL
$74.89 - $82.93 $5,616 - $6,219
-75 Reduced 0.6%
12,426 $940,000
Q3 2024

Nov 14, 2024
SELL
$67.67 - $80.78 $79,715 - $95,158
-1,178 Reduced 8.61%
12,501 $1.01 Million
Q2 2024

Jul 10, 2024
SELL
$62.77 - $72.87 $21,843 - $25,358
-348 Reduced 2.48%
13,679 $932,000
Q1 2024

Apr 10, 2024
SELL
$59.95 - $65.65 $217,019 - $237,653
-3,620 Reduced 20.51%
14,027 $920,000
Q4 2023

Jan 10, 2024
BUY
$56.19 - $65.96 $308,764 - $362,450
5,495 Added 45.22%
17,647 $1.12 Million
Q2 2023

Jul 13, 2023
SELL
$64.34 - $69.97 $3,860 - $4,198
-60 Reduced 0.49%
12,152 $795,000
Q1 2023

Apr 20, 2023
SELL
$63.7 - $72.08 $3,185 - $3,604
-50 Reduced 0.41%
12,212 $826,000
Q4 2022

Jan 11, 2023
SELL
$61.52 - $72.67 $23,070 - $27,251
-375 Reduced 2.97%
12,262 $0
Q3 2022

Oct 19, 2022
SELL
$65.51 - $78.12 $11,464 - $13,671
-175 Reduced 1.37%
12,637 $828,000
Q2 2022

Jul 11, 2022
SELL
$64.87 - $76.96 $4,540 - $5,387
-70 Reduced 0.54%
12,812 $899,000
Q3 2020

Oct 09, 2020
SELL
$56.7 - $61.49 $9,922 - $10,760
-175 Reduced 1.34%
12,882 $765,000
Q1 2020

Apr 06, 2020
SELL
$44.93 - $70.98 $12,580 - $19,874
-280 Reduced 2.1%
13,057 $723,000
Q4 2019

Jan 09, 2020
SELL
$61.37 - $64.82 $8,653 - $9,139
-141 Reduced 1.05%
13,337 $862,000
Q3 2019

Oct 15, 2019
SELL
$62.5 - $64.93 $25,000 - $25,972
-400 Reduced 2.88%
13,478 $873,000
Q2 2019

Jul 10, 2019
SELL
N/A
-2,885 Reduced 17.21%
13,878 $843,000
Q1 2019

Apr 08, 2019
SELL
N/A
-485 Reduced 2.81%
16,763 $975,000
Q4 2018

Jan 17, 2019
SELL
N/A
-575 Reduced 3.23%
17,248 $913,000
Q3 2018

Oct 04, 2018
SELL
N/A
-395 Reduced 2.17%
17,823 $938,000
Q2 2018

Jul 12, 2018
SELL
N/A
-350 Reduced 1.88%
18,218 $947,000
Q1 2018

Apr 11, 2018
SELL
N/A
-260 Reduced 1.38%
18,568 $938,000
Q4 2017

Jan 10, 2018
SELL
N/A
-360 Reduced 1.88%
18,828 $992,000
Q3 2017

Oct 11, 2017
BUY
N/A
19,188
19,188 $1.02 Million

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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