Blue Chip Partners, Inc. Utilities Sector Spdr Transaction History

Blue Chip Partners, Inc.

$1.13 Billion
Q4 2024

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 4,132 shares of XLU stock, worth $320,684. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,132

Previous 3,178 30.02%

Holding current value

$320,684

Previous $256,000 21.88%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$74.89 - $82.93 $71,445 - $79,115	954 Added 30.02%	4,132 $312,000
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

# of Institutions

1,487

Shares Held

158M

Call Options Held

13.2M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Blue Chip Partners, Inc. Utilities Sector Spdr Transaction History