Atomi Financial Group, Inc. Utilities Sector Spdr Transaction History

Atomi Financial Group, Inc.

$1.98 Trillion
Q4 2024

A detailed history of Atomi Financial Group, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 12,094 shares of XLU stock, worth $956,635. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,094

Previous 15,122 20.02%

Holding current value

$956,635

Previous $1.22 Billion 25.06%

% of portfolio

0.05%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$74.89 - $82.93 $226,766 - $251,112	-3,028 Reduced 20.02%	12,094 $915 Million
Q3 2024 Oct 08, 2024	BUY	$67.67 - $80.78 $356,079 - $425,064	5,262 Added 53.37%	15,122 $1.22 Billion
Q2 2024 Jul 26, 2024	BUY	$62.77 - $72.87 $618,912 - $718,498	9,860 New	9,860 $672 Million
Q4 2023 Feb 08, 2024	BUY	$56.19 - $65.96 $558,191 - $655,246	9,934 Added 85.02%	21,618 $1.37 Billion
Q3 2023 Nov 09, 2023	BUY	$58.83 - $68.46 $79,008 - $91,941	1,343 Added 12.99%	11,684 $689 Million
Q2 2023 Aug 03, 2023	BUY	$64.34 - $69.97 $150,491 - $163,659	2,339 Added 29.23%	10,341 $677 Million
Q1 2023 Jun 07, 2023	BUY	$63.7 - $72.08 $509,727 - $576,784	8,002 New	8,002 $542 Million

Others Institutions Holding XLU

# of Institutions

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Account

Atomi Financial Group, Inc. Utilities Sector Spdr Transaction History