Phillips Wealth Planners LLC Utilities Sector Spdr Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,944 shares of XLU stock, worth $306,409. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,944

Previous 4,482 12.0%

Holding current value

$306,409

Previous $311 Million 4.13%

% of portfolio

0.31%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$67.67 - $80.78 $36,406 - $43,459	-538 Reduced 12.0%	3,944 $324 Million
Q2 2024 Aug 02, 2024	BUY	$62.77 - $72.87 $627 - $728	10 Added 0.22%	4,482 $311 Million
Q1 2024 Apr 29, 2024	BUY	$59.95 - $65.65 $49,218 - $53,898	821 Added 22.49%	4,472 $281 Million
Q4 2023 Feb 12, 2024	SELL	$56.19 - $65.96 $40,512 - $47,557	-721 Reduced 16.49%	3,651 $223 Million
Q3 2023 Oct 30, 2023	SELL	$58.83 - $68.46 $217,847 - $253,507	-3,703 Reduced 45.86%	4,372 $256 Million
Q2 2023 Jul 26, 2023	BUY	$64.34 - $69.97 $99,855 - $108,593	1,552 Added 23.79%	8,075 $528 Million
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $3,185 - $3,604	50 Added 0.77%	6,523 $451 Million
Q4 2022 Feb 14, 2023	BUY	$61.52 - $72.67 $398,218 - $470,392	6,473 New	6,473 $441 Million

Others Institutions Holding XLU

# of Institutions

1,436

Shares Held

171M

Call Options Held

21.4M

Put Options Held

26.4M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Phillips Wealth Planners LLC Utilities Sector Spdr Transaction History