Advance Capital Management, Inc. Utilities Sector Spdr Transaction History

Advance Capital Management, Inc.

  • $1.69 Billion
  • Q3 2024

A detailed history of Advance Capital Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Advance Capital Management, Inc. holds 3,490 shares of XLU stock, worth $266,915. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,490
Previous 3,490 -0.0%
Holding current value
$266,915
Previous $237,000 18.57%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 04, 2024
SELL
$59.95 - $65.65 $48,319 - $52,913
-806 Reduced 18.76%
3,490 $229,000
Q4 2023

Jan 10, 2024
SELL
$56.19 - $65.96 $3,596 - $4,221
-64 Reduced 1.47%
4,296 $272,000
Q3 2023

Oct 13, 2023
BUY
$58.83 - $68.46 $3,765 - $4,381
64 Added 1.49%
4,360 $256,000
Q3 2022

Oct 28, 2022
BUY
$65.51 - $78.12 $4,192 - $4,999
64 Added 1.51%
4,296 $281,000
Q1 2022

May 03, 2022
SELL
$65.03 - $74.54 $390 - $447
-6 Reduced 0.14%
4,232 $315,000
Q4 2021

Jan 14, 2022
BUY
$63.88 - $71.58 $270,723 - $303,356
4,238 New
4,238 $0

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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

Track Advance Capital Management, Inc. Portfolio

Follow Advance Capital Management, Inc. 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 Advance Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advance Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email