A detailed history of Westwood Holdings Group Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Westwood Holdings Group Inc holds 176,462 shares of XLU stock, worth $14 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
176,462
Previous 172,080 2.55%
Holding current value
$14 Million
Previous $13.9 Million 3.91%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Feb 14, 2025

BUY
$74.89 - $82.93 $328,167 - $363,399
4,382 Added 2.55%
176,462 $13.4 Million
Q3 2024

Nov 14, 2024

BUY
$67.67 - $80.78 $291,116 - $347,515
4,302 Added 2.56%
172,080 $13.9 Million
Q2 2024

Aug 13, 2024

BUY
$62.77 - $72.87 $10.5 Million - $12.2 Million
167,778 New
167,778 $11.4 Million
Q2 2020

Aug 13, 2020

SELL
$51.79 - $62.83 $235,333 - $285,499
-4,544 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$61.37 - $64.82 $278,865 - $294,542
4,544 New
4,544 $294,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Westwood Holdings Group Inc Portfolio

Follow Westwood Holdings Group 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 Westwood Holdings Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Holdings Group Inc with notifications on news.