Aspen Investment Management Inc Utilities Sector Spdr Transaction History

Aspen Investment Management Inc

  • $217 Million
  • Q1 2025

A detailed history of Aspen Investment Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aspen Investment Management Inc holds 27,192 shares of XLU stock, worth $2.34 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
27,192
Previous 23,055 17.94%
Holding current value
$2.34 Million
Previous $1.75 Million 22.87%
% of portfolio
0.99%
Previous 0.81%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
BUY
$74.7 - $80.27 $309,033 - $332,076
4,137 Added 17.94%
27,192 $2.14 Million
Q4 2024

Feb 03, 2025
BUY
$74.89 - $82.93 $207,070 - $229,301
2,765 Added 13.63%
23,055 $1.75 Million
Q3 2024

Nov 08, 2024
BUY
$67.67 - $80.78 $40,940 - $48,871
605 Added 3.07%
20,290 $1.64 Million
Q2 2024

Jul 26, 2024
BUY
$62.77 - $72.87 $1.24 Million - $1.43 Million
19,685 New
19,685 $1.34 Million
Q4 2022

Feb 06, 2023
SELL
$61.52 - $72.67 $605,479 - $715,218
-9,842 Reduced 45.97%
11,567 $815,000
Q3 2022

Nov 09, 2022
BUY
$65.51 - $78.12 $121,914 - $145,381
1,861 Added 9.52%
21,409 $1.4 Million
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $1.27 Million - $1.5 Million
19,548 New
19,548 $1.37 Million
Q2 2020

Aug 06, 2020
SELL
$51.79 - $62.83 $1.33 Million - $1.61 Million
-25,679 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$44.93 - $70.98 $90,758 - $143,379
-2,020 Reduced 7.29%
25,679 $1.42 Million
Q4 2019

Feb 14, 2020
BUY
$61.37 - $64.82 $16,876 - $17,825
275 Added 1.0%
27,699 $1.79 Million
Q3 2019

Nov 13, 2019
BUY
$62.5 - $64.93 $25,000 - $25,972
400 Added 1.48%
27,424 $1.78 Million
Q2 2019

Aug 12, 2019
BUY
N/A
10,588 Added 64.42%
27,024 $1.61 Million
Q1 2019

May 15, 2019
BUY
N/A
7,985 Added 94.49%
16,436 $956,000
Q4 2018

Feb 15, 2019
BUY
N/A
2,936 Added 53.24%
8,451 $447,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,100 Added 24.92%
5,515 $290,000
Q2 2018

Aug 14, 2018
BUY
N/A
4,415 New
4,415 $229,000

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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