A detailed history of First Trust Investment Solutions L.P. transactions in Utilities Sector Spdr stock. As of the latest transaction made, First Trust Investment Solutions L.P. holds 13,585 shares of XLU stock, worth $1.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,585
Previous 15,332 11.39%
Holding current value
$1.04 Million
Previous $1.01 Billion 8.03%
% of portfolio
0.13%
Previous 0.18%

Shares

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

Aug 14, 2024

SELL
$62.77 - $72.87 $109,659 - $127,303
-1,747 Reduced 11.39%
13,585 $926 Million
Q1 2024

May 14, 2024

BUY
$59.95 - $65.65 $35,130 - $38,470
586 Added 3.97%
15,332 $1.01 Billion
Q4 2023

Feb 13, 2024

BUY
$56.19 - $65.96 $828,577 - $972,646
14,746 New
14,746 $934 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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