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 $239,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,490
Previous 3,490 -0.0%
Holding current value
$239,483
Previous $229,000 3.49%
% of portfolio
0.01%
Previous 0.02%

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
N/A
64 Added 1.51%
4,296 $281,000
Q1 2022

May 03, 2022

SELL
N/A
-6 Reduced 0.14%
4,232 $315,000
Q4 2021

Jan 14, 2022

BUY
N/A
4,238 New
4,238 $0

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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