Wealth Quarterback LLC Utilities Sector Spdr Transaction History

Wealth Quarterback LLC

  • $212 Million
  • Q4 2024

A detailed history of Wealth Quarterback LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Quarterback LLC holds 43,727 shares of XLU stock, worth $3.41 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
43,727
Previous 50,609 13.6%
Holding current value
$3.41 Million
Previous $4.09 Million 19.06%
% of portfolio
1.56%
Previous 2.13%

Shares

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

Jan 31, 2025
SELL
$74.89 - $82.93 $515,392 - $570,724
-6,882 Reduced 13.6%
43,727 $3.31 Million
Q3 2024

Nov 01, 2024
BUY
$67.67 - $80.78 $82,083 - $97,986
1,213 Added 2.46%
50,609 $4.09 Million
Q2 2024

Jul 22, 2024
SELL
$62.77 - $72.87 $235,701 - $273,626
-3,755 Reduced 7.06%
49,396 $3.37 Million
Q1 2024

May 09, 2024
BUY
$59.95 - $65.65 $771,256 - $844,587
12,865 Added 31.93%
53,151 $3.49 Million
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $235,155 - $276,042
-4,185 Reduced 9.41%
40,286 $2.55 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $570,827 - $664,267
9,703 Added 27.91%
44,471 $2.62 Million
Q2 2023

Aug 10, 2023
BUY
$64.34 - $69.97 $2.24 Million - $2.43 Million
34,768 New
34,768 $2.28 Million
Q2 2022

Aug 15, 2022
SELL
$64.87 - $76.96 $1,492 - $1,770
-23 Closed
0 $0
Q3 2021

Nov 17, 2021
BUY
$63.56 - $70.07 $63 - $70
1 Added 4.55%
23 $2,000
Q2 2021

Aug 11, 2021
BUY
$63.23 - $67.72 $1,391 - $1,489
22 New
22 $2,000
Q2 2020

Aug 17, 2020
SELL
$51.79 - $62.83 $4,609 - $5,591
-89 Closed
0 $0
Q1 2020

May 14, 2020
SELL
$44.93 - $70.98 $4,582 - $7,239
-102 Reduced 53.4%
89 $0
Q4 2019

Feb 27, 2020
BUY
$61.37 - $64.82 $11,721 - $12,380
191 New
191 $0

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
158M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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