Spectrum Wealth Counsel, LLC Utilities Sector Spdr Transaction History

Spectrum Wealth Counsel, LLC

  • $851 Billion
  • Q4 2024

A detailed history of Spectrum Wealth Counsel, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 30,338 shares of XLU stock, worth $2.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
30,338
Previous 30,408 0.23%
Holding current value
$2.4 Million
Previous $2.46 Billion 6.52%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Feb 05, 2025
SELL
$74.89 - $82.93 $5,242 - $5,805
-70 Reduced 0.23%
30,338 $2.3 Billion
Q3 2024

Nov 08, 2024
BUY
$67.67 - $80.78 $1.98 Million - $2.37 Million
29,304 Added 2654.35%
30,408 $2.46 Billion
Q2 2024

Aug 08, 2024
SELL
$62.77 - $72.87 $18,831 - $21,861
-300 Reduced 21.37%
1,104 $75.2 Million
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $84,169 - $92,172
1,404 New
1,404 $92.2 Million

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email