Wilson & Boucher Capital Management, LLC Utilities Sector Spdr Transaction History

Wilson & Boucher Capital Management, LLC

$145 Billion
Q3 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 30,820 shares of XLU stock, worth $2.4 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

30,820

Previous 30,972 0.49%

Holding current value

$2.4 Million

Previous $2.11 Billion 17.97%

% of portfolio

1.72%

Previous 1.62%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$67.67 - $80.78 $10,285 - $12,278	-152 Reduced 0.49%	30,820 $2.49 Billion
Q2 2024 Aug 14, 2024	SELL	$62.77 - $72.87 $27,995 - $32,500	-446 Reduced 1.42%	30,972 $2.11 Billion
Q1 2024 Apr 30, 2024	SELL	$59.95 - $65.65 $103,473 - $113,311	-1,726 Reduced 5.21%	31,418 $2.06 Billion
Q4 2023 Feb 09, 2024	SELL	$56.19 - $65.96 $8,203 - $9,630	-146 Reduced 0.44%	33,144 $2.1 Billion
Q3 2023 Nov 15, 2023	BUY	$58.83 - $68.46 $235 - $273	4 Added 0.01%	33,290 $1.96 Billion
Q2 2023 Aug 09, 2023	SELL	$64.34 - $69.97 $19,044 - $20,711	-296 Reduced 0.88%	33,286 $2.18 Billion
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $250,277 - $283,202	3,929 Added 13.25%	33,582 $2.27 Billion
Q4 2022 Jan 10, 2023	BUY	$61.52 - $72.67 $4,306 - $5,086	70 Added 0.24%	29,653 $2.09 Million
Q3 2022 Oct 21, 2022	BUY	$65.51 - $78.12 $24,762 - $29,529	378 Added 1.29%	29,583 $1.94 Million
Q2 2022 Jul 15, 2022	SELL	$64.87 - $76.96 $84,136 - $99,817	-1,297 Reduced 4.25%	29,205 $2.05 Million
Q1 2022 Apr 12, 2022	BUY	$65.03 - $74.54 $182,279 - $208,935	2,803 Added 10.12%	30,502 $2.27 Million
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $1.77 Million - $1.98 Million	27,699 New	27,699 $1.98 Million

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilson & Boucher Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilson & Boucher Capital Management, LLC with notifications on news.

Account

Wilson & Boucher Capital Management, LLC Utilities Sector Spdr Transaction History