A detailed history of Aspiriant, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Aspiriant, LLC holds 2,900 shares of XLU stock, worth $229,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,900
Holding current value
$229,912
% of portfolio
0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$67.67 - $80.78 $196,243 - $234,262
2,900 New
2,900 $234,000
Q4 2022

Jan 23, 2023

SELL
$61.52 - $72.67 $416,798 - $492,339
-6,775 Reduced 68.91%
3,057 $0
Q3 2022

Oct 28, 2022

BUY
$65.51 - $78.12 $443,830 - $529,263
6,775 Added 221.62%
9,832 $644,000
Q2 2022

Jul 25, 2022

SELL
$64.87 - $76.96 $9,925 - $11,774
-153 Reduced 4.77%
3,057 $214,000
Q1 2022

May 06, 2022

BUY
$65.03 - $74.54 $17,883 - $20,498
275 Added 9.37%
3,210 $239,000
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $187,487 - $210,087
2,935 New
2,935 $211,000
Q4 2019

Jan 27, 2020

SELL
$61.37 - $64.82 $190,369 - $201,071
-3,102 Closed
0 $0
Q3 2019

Nov 04, 2019

SELL
$62.5 - $64.93 $18,625 - $19,349
-298 Reduced 8.76%
3,102 $200,000
Q2 2019

Aug 06, 2019

BUY
N/A
3,400 New
3,400 $203,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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