Cape Investment Advisory, Inc. Utilities Sector Spdr Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 183 shares of XLU stock, worth $14,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares
183
Previous 182 0.55%
Holding current value
$14,299
Previous $14.7 Million 5.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
$74.89 - $82.93 $74 - $82
1 Added 0.55%
183 $13.9 Million
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $2,097 - $2,504
31 Added 20.53%
182 $14.7 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $9,478 - $11,003
151 New
151 $10.3 Million

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
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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