Activest Wealth Management Utilities Sector Spdr Transaction History

Activest Wealth Management

$332 Million
Q4 2024

A detailed history of Activest Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Activest Wealth Management holds 3,727 shares of XLU stock, worth $299,166. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,727

Previous 2,421 53.94%

Holding current value

$299,166

Previous $195,000 44.62%

% of portfolio

0.09%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$74.89 - $82.93 $97,806 - $108,306	1,306 Added 53.94%	3,727 $282,000
Q3 2024 Nov 12, 2024	BUY	$67.67 - $80.78 $108,272 - $129,248	1,600 Added 194.88%	2,421 $195,000
Q2 2024 Jul 30, 2024	SELL	$62.77 - $72.87 $7,783 - $9,035	-124 Reduced 13.12%	821 $55,000
Q1 2024 Apr 24, 2024	BUY	$59.95 - $65.65 $52,156 - $57,115	870 Added 1160.0%	945 $62,000
Q3 2023 Oct 10, 2023	BUY	$58.83 - $68.46 $4,412 - $5,134	75 New	75 $4,000
Q1 2023 Apr 18, 2023	SELL	$63.7 - $72.08 $227,918 - $257,902	-3,578 Reduced 75.9%	1,136 $76,000
Q4 2022 Jan 18, 2023	BUY	$61.52 - $72.67 $4,614 - $5,450	75 Added 1.62%	4,714 $0
Q3 2022 Oct 13, 2022	BUY	$65.51 - $78.12 $175,370 - $209,127	2,677 Added 136.44%	4,639 $304,000
Q1 2021 Sep 20, 2021	BUY	$58.36 - $64.15 $114,502 - $125,862	1,962 New	1,962 $126,000

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Activest Wealth Management Utilities Sector Spdr Transaction History