A detailed history of Ahl Investment Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ahl Investment Management, Inc. holds 8,177 shares of XLU stock, worth $573,453. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,177
Previous 9,112 10.26%
Holding current value
$573,453
Previous $598,000 6.86%
% of portfolio
0.41%
Previous 0.46%

Shares

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

Jul 15, 2024

SELL
$62.77 - $72.87 $58,689 - $68,133
-935 Reduced 10.26%
8,177 $557,000
Q1 2024

Apr 15, 2024

BUY
$59.95 - $65.65 $14,388 - $15,756
240 Added 2.71%
9,112 $598,000
Q2 2023

Jul 19, 2023

BUY
$64.34 - $69.97 $346,792 - $377,138
5,390 Added 154.8%
8,872 $580,000
Q4 2022

Jan 17, 2023

BUY
$65.75 - $72.67 $228,941 - $253,036
3,482 New
3,482 $0
Q2 2022

Jul 20, 2022

SELL
N/A
-800 Reduced 20.08%
3,185 $223,000
Q4 2021

Feb 03, 2022

BUY
N/A
3,985 New
3,985 $285,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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