A detailed history of Wade G W & Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wade G W & Inc holds 28,776 shares of XLU stock, worth $2.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,776
Previous 11,207 156.77%
Holding current value
$2.2 Million
Previous $660,000 176.06%
% of portfolio
0.06%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$56.19 - $65.96 $987,202 - $1.16 Million
17,569 Added 156.77%
28,776 $1.82 Million
Q3 2023

Nov 08, 2023

SELL
$58.83 - $68.46 $125,778 - $146,367
-2,138 Reduced 16.02%
11,207 $660,000
Q2 2023

Aug 10, 2023

SELL
$64.34 - $69.97 $941,036 - $1.02 Million
-14,626 Reduced 52.29%
13,345 $873,000
Q1 2023

May 09, 2023

SELL
$63.7 - $72.08 $128,228 - $145,097
-2,013 Reduced 6.71%
27,971 $1.89 Million
Q4 2022

Feb 10, 2023

SELL
$61.52 - $72.67 $2.17 Million - $2.56 Million
-35,276 Reduced 54.05%
29,984 $2.11 Million
Q3 2022

Nov 10, 2022

BUY
$65.51 - $78.12 $4.03 Million - $4.8 Million
61,488 Added 1630.12%
65,260 $4.28 Million
Q2 2022

Aug 09, 2022

BUY
$64.87 - $76.96 $57,215 - $67,878
882 Added 30.52%
3,772 $265,000
Q1 2022

May 10, 2022

BUY
$65.03 - $74.54 $187,936 - $215,420
2,890 New
2,890 $215,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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