Wealth Shield Partners, LLC Utilities Sector Spdr Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 14,272 shares of XLU stock, worth $1.13 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,272
Previous 14,022 1.78%
Holding current value
$1.13 Million
Previous $955,000 20.63%
% of portfolio
0.16%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$67.67 - $80.78 $16,917 - $20,195
250 Added 1.78%
14,272 $1.15 Million
Q2 2024

Jul 26, 2024
BUY
$62.77 - $72.87 $746,963 - $867,153
11,900 Added 560.79%
14,022 $955,000
Q1 2024

Apr 29, 2024
SELL
$59.95 - $65.65 $713,405 - $781,235
-11,900 Reduced 84.87%
2,122 $139,000
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $235,320 - $273,840
4,000 Added 39.91%
14,022 $826,000
Q2 2023

Aug 03, 2023
SELL
$64.34 - $69.97 $38,604 - $41,982
-600 Reduced 5.65%
10,022 $655,000
Q1 2023

May 08, 2023
BUY
$63.7 - $72.08 $53,253 - $60,258
836 Added 8.54%
10,622 $719,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $861 - $1,017
14 Added 0.14%
9,786 $689,000
Q3 2022

Nov 04, 2022
SELL
$65.51 - $78.12 $47,887 - $57,105
-731 Reduced 6.96%
9,772 $640,000
Q2 2022

Aug 11, 2022
BUY
$64.87 - $76.96 $713 - $846
11 Added 0.1%
10,503 $737,000
Q1 2022

May 09, 2022
SELL
$65.03 - $74.54 $36,286 - $41,593
-558 Reduced 5.05%
10,492 $781,000
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $2,363 - $2,648
37 Added 0.34%
11,050 $791,000
Q3 2021

Nov 12, 2021
BUY
$63.56 - $70.07 $699,986 - $771,680
11,013 New
11,013 $704,000
Q2 2021

Aug 06, 2021
SELL
$63.23 - $67.72 $689,396 - $738,351
-10,903 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$58.36 - $64.15 $27,954 - $30,727
479 Added 4.6%
10,903 $698,000
Q4 2020

Feb 16, 2021
BUY
$59.98 - $66.76 $35,568 - $39,588
593 Added 6.03%
10,424 $653,000
Q3 2020

Oct 30, 2020
BUY
$56.7 - $61.49 $45,360 - $49,192
800 Added 8.86%
9,831 $584,000
Q2 2019

Aug 12, 2019
SELL
N/A
-17,155 Reduced 65.51%
9,031 $539,000
Q1 2019

May 14, 2019
BUY
N/A
17,155 Added 189.96%
26,186 $1.52 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,270 Reduced 12.33%
9,031 $456,000
Q4 2017

Apr 18, 2018
BUY
N/A
10,301
10,301 $538,000

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
Call Options Held
13.1M
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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