Baystate Wealth Management LLC Utilities Sector Spdr Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,005 shares of XLU stock, worth $79,083. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,005
Previous 996 0.9%
Holding current value
$79,083
Previous $58,000 8.62%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$56.19 - $65.96 $505 - $593
9 Added 0.9%
1,005 $63,000
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $55,535 - $64,626
944 Added 1815.38%
996 $58,000
Q2 2023

Sep 21, 2023
BUY
$64.34 - $69.97 $3,345 - $3,638
52 New
52 $3,000
Q1 2023

Apr 25, 2023
BUY
$63.7 - $72.08 $3,312 - $3,748
52 Added 520.0%
62 $4,000
Q2 2022

Aug 02, 2022
SELL
$64.87 - $76.96 $64 - $76
-1 Reduced 9.09%
10 $1,000
Q4 2021

Jan 21, 2022
BUY
$63.88 - $71.58 $63 - $71
1 Added 10.0%
11 $1,000
Q2 2021

Jul 26, 2021
BUY
$63.23 - $67.72 $632 - $677
10 New
10 $1,000

Others Institutions Holding XLU

# of Institutions
1,481
Shares Held
163M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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