A detailed history of Bellevue Asset Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 280 shares of XLU stock, worth $21,414. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 280 -0.0%
Holding current value
$21,414
Previous $19,000 15.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2024

SELL
$56.19 - $65.96 $2,359 - $2,770
-42 Reduced 13.04%
280 $17,000
Q2 2023

Jul 31, 2023

BUY
$64.34 - $69.97 $2,702 - $2,938
42 Added 15.0%
322 $21,000
Q1 2023

May 09, 2023

SELL
$63.7 - $72.08 $7,962 - $9,010
-125 Reduced 30.86%
280 $18,000
Q4 2020

Feb 11, 2021

SELL
$59.98 - $66.76 $20,993 - $23,366
-350 Reduced 46.36%
405 $26,000
Q1 2020

May 13, 2020

SELL
$44.93 - $70.98 $4,493 - $7,098
-100 Reduced 11.7%
755 $45,000
Q4 2019

Feb 13, 2020

BUY
$61.37 - $64.82 $52,471 - $55,421
855 New
855 $55,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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