A detailed history of Abound Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Abound Wealth Management holds 957 shares of XLU stock, worth $75,765. This represents 0.03% of its overall portfolio holdings.

Number of Shares
957
Previous 997 4.01%
Holding current value
$75,765
Previous $67.9 Million 13.8%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$67.67 - $80.78 $2,706 - $3,231
-40 Reduced 4.01%
957 $77.3 Million
Q2 2024

Aug 09, 2024

SELL
$62.77 - $72.87 $60,447 - $70,173
-963 Reduced 49.13%
997 $67.9 Million
Q1 2024

Aug 08, 2024

SELL
$59.95 - $65.65 $491,769 - $538,526
-8,203 Reduced 80.71%
1,960 $129 Million
Q4 2023

Aug 08, 2024

SELL
$56.19 - $65.96 $7.27 Million - $8.53 Million
-129,356 Reduced 92.72%
10,163 $644 Million
Q3 2023

Aug 08, 2024

SELL
$58.83 - $68.46 $396,808 - $461,762
-6,745 Reduced 4.61%
139,519 $8.22 Billion
Q2 2023

Aug 08, 2024

SELL
$64.34 - $69.97 $6.41 Million - $6.97 Million
-99,665 Reduced 40.53%
146,264 $9.57 Billion
Q1 2023

Aug 07, 2024

BUY
$63.7 - $72.08 $15.7 Million - $17.7 Million
245,929 New
245,929 $16.6 Billion
Q4 2022

Aug 07, 2024

SELL
$61.52 - $72.67 $186,467 - $220,262
-3,031 Reduced 1.19%
251,814 $17.8 Billion
Q3 2022

Aug 07, 2024

BUY
$65.51 - $78.12 $584,087 - $696,517
8,916 Added 3.63%
254,845 $16.7 Billion
Q2 2022

Aug 12, 2024

BUY
$64.87 - $76.96 $15 Million - $17.8 Million
231,934 Added 23263.19%
232,931 $16.3 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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