A detailed history of Arkfeld Wealth Strategies, L.L.C. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Arkfeld Wealth Strategies, L.L.C. holds 14,275 shares of XLU stock, worth $991,684. This represents 0.51% of its overall portfolio holdings.

Number of Shares
14,275
Previous 14,221 0.38%
Holding current value
$991,684
Previous $933,000 4.18%
% of portfolio
0.51%
Previous 0.52%

Shares

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

Jul 10, 2024

BUY
$62.77 - $72.87 $3,389 - $3,934
54 Added 0.38%
14,275 $972,000
Q1 2024

Apr 15, 2024

BUY
$59.95 - $65.65 $30,814 - $33,744
514 Added 3.75%
14,221 $933,000
Q4 2023

Jan 11, 2024

BUY
$56.19 - $65.96 $36,973 - $43,401
658 Added 5.04%
13,707 $868,000
Q3 2023

Oct 16, 2023

SELL
$58.83 - $68.46 $2,000 - $2,327
-34 Reduced 0.26%
13,049 $768,000
Q2 2023

Jul 24, 2023

BUY
$64.34 - $69.97 $2,251 - $2,448
35 Added 0.27%
13,083 $856,000
Q1 2023

Apr 17, 2023

BUY
$63.7 - $72.08 $2,675 - $3,027
42 Added 0.32%
13,048 $883,000
Q4 2022

Jan 23, 2023

SELL
$65.75 - $72.67 $130,448 - $144,177
-1,984 Reduced 13.24%
13,006 $0
Q3 2022

Oct 19, 2022

SELL
N/A
-497 Reduced 3.21%
14,990 $932,000
Q2 2022

Jul 25, 2022

BUY
N/A
4 Added 0.03%
15,487 $1.08 Million
Q1 2022

May 04, 2022

BUY
N/A
3 Added 0.02%
15,483 $1.18 Million
Q4 2021

Jan 19, 2022

BUY
N/A
9,004 Added 139.04%
15,480 $1.08 Million
Q3 2021

Oct 25, 2021

BUY
N/A
3 Added 0.05%
6,476 $419,000
Q2 2021

Jul 19, 2021

SELL
N/A
-96 Reduced 1.46%
6,473 $420,000
Q1 2021

Apr 19, 2021

BUY
N/A
4 Added 0.06%
6,569 $426,000
Q4 2020

Jan 20, 2021

BUY
N/A
473 Added 7.76%
6,565 $405,000
Q3 2020

Oct 13, 2020

BUY
N/A
5 Added 0.08%
6,092 $370,000
Q2 2020

Aug 03, 2020

SELL
N/A
-434 Reduced 6.66%
6,087 $343,000
Q1 2020

May 04, 2020

BUY
N/A
6,521 New
6,521 $361,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Arkfeld Wealth Strategies, L.L.C. Portfolio

Follow Arkfeld Wealth Strategies, L.L.C. 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 Arkfeld Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Arkfeld Wealth Strategies, L.L.C. with notifications on news.