Accretive Wealth Partners, LLC Utilities Sector Spdr Transaction History

Accretive Wealth Partners, LLC

  • $236 Million
  • Q2 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 22,955 shares of XLU stock, worth $1.85 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
22,955
Previous 22,612 1.52%
Holding current value
$1.85 Million
Previous $1.48 Million 5.39%
% of portfolio
0.66%
Previous 0.65%

Shares

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

Aug 05, 2024
BUY
$62.77 - $72.87 $21,530 - $24,994
343 Added 1.52%
22,955 $1.56 Million
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $6,594 - $7,221
110 Added 0.49%
22,612 $1.48 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $16,407 - $19,260
292 Added 1.31%
22,502 $1.43 Million
Q3 2023

Nov 06, 2023
BUY
$58.83 - $68.46 $1.31 Million - $1.52 Million
22,210 New
22,210 $1.31 Million
Q2 2022

Aug 12, 2022
SELL
$64.87 - $76.96 $4,086 - $4,848
-63 Reduced 0.16%
40,160 $2.82 Million
Q1 2022

May 12, 2022
BUY
$65.03 - $74.54 $103,657 - $118,816
1,594 Added 4.13%
40,223 $3 Million
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $142,005 - $159,122
2,223 Added 6.11%
38,629 $2.77 Million
Q3 2021

Nov 12, 2021
BUY
$63.56 - $70.07 $134,937 - $148,758
2,123 Added 6.19%
36,406 $2.33 Million
Q2 2021

Aug 13, 2021
BUY
$63.23 - $67.72 $399,866 - $428,261
6,324 Added 22.62%
34,283 $2.17 Million
Q1 2021

May 17, 2021
BUY
$58.36 - $64.15 $179,690 - $197,517
3,079 Added 12.38%
27,959 $1.79 Million
Q4 2020

Feb 12, 2021
BUY
$59.98 - $66.76 $1.49 Million - $1.66 Million
24,880 New
24,880 $1.56 Million

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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