A detailed history of Blue Chip Partners, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 3,178 shares of XLU stock, worth $258,848. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,178
Previous 3,210 1.0%
Holding current value
$258,848
Previous $218,000 17.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

SELL
$67.67 - $80.78 $2,165 - $2,584
-32 Reduced 1.0%
3,178 $256,000
Q2 2024

Jul 29, 2024

SELL
$62.77 - $72.87 $956,300 - $1.11 Million
-15,235 Reduced 82.6%
3,210 $218,000
Q1 2024

Apr 25, 2024

BUY
$59.95 - $65.65 $718,201 - $786,487
11,980 Added 185.31%
18,445 $1.21 Million
Q4 2023

Feb 05, 2024

BUY
$56.19 - $65.96 $176,211 - $206,850
3,136 Added 94.2%
6,465 $409,000
Q3 2023

Oct 30, 2023

BUY
$58.83 - $68.46 $49,652 - $57,780
844 Added 33.96%
3,329 $196,000
Q2 2023

Aug 02, 2023

SELL
$64.34 - $69.97 $27,087 - $29,457
-421 Reduced 14.49%
2,485 $162,000
Q1 2023

May 01, 2023

SELL
$63.7 - $72.08 $22,804 - $25,804
-358 Reduced 10.97%
2,906 $196,000
Q4 2022

Feb 01, 2023

BUY
$61.52 - $72.67 $200,801 - $237,194
3,264 New
3,264 $230,000
Q1 2021

May 04, 2021

SELL
$58.36 - $64.15 $454,157 - $499,215
-7,782 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$59.98 - $66.76 $466,764 - $519,526
7,782 New
7,782 $488,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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