A detailed history of Anchor Investment Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Anchor Investment Management, LLC holds 1,433 shares of XLU stock, worth $109,595. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,433
Previous 1,433 -0.0%
Holding current value
$109,595
Previous $97.6 Million 18.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Sep 20, 2024

BUY
$62.77 - $72.87 $9,038 - $10,493
144 Added 11.17%
1,433 $97.6 Million
Q1 2024

May 15, 2024

SELL
$59.95 - $65.65 $9,532 - $10,438
-159 Reduced 10.98%
1,289 $84.6 Million
Q4 2023

Jan 02, 2024

BUY
$56.19 - $65.96 $81,363 - $95,510
1,448 New
1,448 $91.7 Million
Q3 2023

Jan 02, 2024

BUY
$58.83 - $68.46 $26,473 - $30,806
450 Added 56.6%
1,245 $73.4 Million
Q4 2022

Jan 02, 2024

SELL
$61.52 - $72.67 $40,172 - $47,453
-653 Reduced 45.1%
795 $56 Million
Q3 2022

Jan 02, 2024

SELL
$65.51 - $78.12 $31,968 - $38,122
-488 Reduced 33.7%
960 $62.9 Million
Q1 2022

Jan 02, 2024

BUY
$65.03 - $74.54 $2,796 - $3,205
43 Added 4.69%
960 $71.5 Million
Q3 2021

Jan 02, 2024

SELL
$63.56 - $70.07 $33,750 - $37,207
-531 Reduced 36.67%
917 $58.6 Million
Q3 2020

Jan 02, 2024

SELL
$56.7 - $61.49 $30,107 - $32,651
-531 Reduced 36.67%
917 $54.5 Million
Q1 2020

Jan 02, 2024

SELL
$44.93 - $70.98 $22,240 - $35,135
-495 Reduced 35.06%
917 $50.8 Million
Q4 2019

Jan 02, 2024

BUY
$61.37 - $64.82 $52,716 - $55,680
859 Added 155.33%
1,412 $91.2 Million
Q3 2019

Jan 02, 2024

SELL
$62.5 - $64.93 $55,937 - $58,112
-895 Reduced 61.81%
553 $35.8 Million
Q3 2018

Jan 02, 2024

SELL
N/A
-895 Reduced 61.81%
553 $29.1 Million
Q2 2018

Jan 03, 2024

SELL
N/A
-895 Reduced 61.81%
553 $28.7 Million
Q4 2017

Jan 03, 2024

BUY
N/A
41 Added 8.01%
553 $29.1 Million
Q3 2017

Jan 03, 2024

SELL
N/A
-213 Reduced 29.38%
512 $27.2 Million
Q2 2017

Jan 03, 2024

SELL
N/A
-723 Reduced 49.93%
725 $37.7 Million
Q4 2016

Jan 03, 2024

BUY
N/A
200 Added 64.1%
512 $24.9 Million
Q2 2016

Jan 03, 2024

SELL
N/A
-1,136 Reduced 78.45%
312 $16.4 Million
Q1 2016

Jan 03, 2024

SELL
N/A
-1,136
312 $15.5 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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