A detailed history of Midwest Financial Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Midwest Financial Group LLC holds 19,193 shares of XLU stock, worth $1.56 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
19,193
Previous 15,862 21.0%
Holding current value
$1.56 Million
Previous $1.04 Billion 25.65%
% of portfolio
0.83%
Previous 0.7%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$62.77 - $72.87 $209,086 - $242,729
3,331 Added 21.0%
19,193 $1.31 Billion
Q1 2024

Apr 11, 2024

BUY
$59.95 - $65.65 $222,834 - $244,021
3,717 Added 30.61%
15,862 $1.04 Billion
Q4 2023

Jan 25, 2024

SELL
$56.19 - $65.96 $27,982 - $32,848
-498 Reduced 3.94%
12,145 $769 Million
Q3 2023

Oct 17, 2023

BUY
$58.83 - $68.46 $360,392 - $419,385
6,126 Added 94.0%
12,643 $745 Million
Q2 2023

Jul 27, 2023

BUY
$64.34 - $69.97 $27,280 - $29,667
424 Added 6.96%
6,517 $426 Million
Q1 2023

Apr 20, 2023

BUY
$63.7 - $72.08 $388,124 - $439,183
6,093 New
6,093 $412 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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