Wealthspire Advisors, LLC Utilities Sector Spdr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,079 shares of XLU stock, worth $463,827. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,079
Previous 5,606 8.44%
Holding current value
$463,827
Previous $381,000 28.87%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$67.67 - $80.78 $32,007 - $38,208
473 Added 8.44%
6,079 $491,000
Q2 2024

Aug 08, 2024
SELL
$62.77 - $72.87 $7,155 - $8,307
-114 Reduced 1.99%
5,606 $381,000
Q1 2024

May 06, 2024
SELL
$59.95 - $65.65 $29,675 - $32,496
-495 Reduced 7.96%
5,720 $375,000
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $11,575 - $13,587
206 Added 3.43%
6,215 $393,000
Q3 2023

Nov 06, 2023
SELL
$58.83 - $68.46 $124,660 - $145,066
-2,119 Reduced 26.07%
6,009 $354,000
Q2 2023

Jul 31, 2023
BUY
$64.34 - $69.97 $28,373 - $30,856
441 Added 5.74%
8,128 $531,000
Q1 2023

May 09, 2023
SELL
$63.7 - $72.08 $139,630 - $157,999
-2,192 Reduced 22.19%
7,687 $520,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $112,889 - $133,349
1,835 Added 22.81%
9,879 $696,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $116,542 - $138,975
1,779 Added 28.4%
8,044 $527,000
Q2 2022

Aug 09, 2022
BUY
$64.87 - $76.96 $20,434 - $24,242
315 Added 5.29%
6,265 $439,000
Q1 2022

May 09, 2022
BUY
$65.03 - $74.54 $62,949 - $72,154
968 Added 19.43%
5,950 $443,000
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $199,625 - $223,687
-3,125 Reduced 38.55%
4,982 $357,000
Q3 2021

Nov 15, 2021
SELL
$63.56 - $70.07 $508 - $560
-8 Reduced 0.1%
8,107 $518,000
Q2 2021

Aug 13, 2021
BUY
$63.23 - $67.72 $513,111 - $549,547
8,115 New
8,115 $513,000
Q1 2021

May 17, 2021
SELL
$58.36 - $64.15 $241,260 - $265,196
-4,134 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$59.98 - $66.76 $247,957 - $275,985
4,134 New
4,134 $259,000
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $192,969 - $234,104
-3,726 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$44.93 - $70.98 $167,409 - $264,471
3,726 New
3,726 $206,000
Q1 2019

May 08, 2019
SELL
N/A
-23 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
23 New
23 $1,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email