Warner Financial, Inc Utilities Sector Spdr Transaction History

Warner Financial, Inc

  • $233 Million
  • Q4 2024

A detailed history of Warner Financial, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Warner Financial, Inc holds 2,886 shares of XLU stock, worth $223,405. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,886
Previous 4,054 28.81%
Holding current value
$223,405
Previous $327,000 33.33%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Jan 22, 2025
SELL
$74.89 - $82.93 $87,471 - $96,862
-1,168 Reduced 28.81%
2,886 $218,000
Q3 2024

Oct 21, 2024
BUY
$67.67 - $80.78 $812 - $969
12 Added 0.3%
4,054 $327,000
Q2 2024

Jul 23, 2024
BUY
$62.77 - $72.87 $2,008 - $2,331
32 Added 0.8%
4,042 $275,000
Q1 2024

Apr 23, 2024
BUY
$59.95 - $65.65 $39,926 - $43,722
666 Added 19.92%
4,010 $263,000
Q4 2023

Jan 30, 2024
BUY
$56.19 - $65.96 $187,899 - $220,570
3,344 New
3,344 $212,000

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
Track This Portfolio

Track Warner Financial, Inc Portfolio

Follow Warner Financial, Inc 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 Warner Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Warner Financial, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email