A detailed history of Bristlecone Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 300 shares of XLU stock, worth $24,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Holding current value
$24,435
% of portfolio
0.0%

Shares

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

Oct 24, 2024

BUY
$67.67 - $80.78 $20,301 - $24,234
300 New
300 $24,000
Q1 2023

May 11, 2023

BUY
$63.7 - $72.08 $25,480 - $28,832
400 New
400 $27,000
Q4 2020

Jan 25, 2021

SELL
$59.98 - $66.76 $173,342 - $192,936
-2,890 Closed
0 $0
Q3 2020

Oct 20, 2020

BUY
$56.7 - $61.49 $163,863 - $177,706
2,890 New
2,890 $172,000
Q3 2019

Oct 28, 2019

SELL
$62.5 - $64.93 $218,750 - $227,255
-3,500 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
N/A
3,500 New
3,500 $209,000
Q4 2017

Jan 30, 2018

SELL
N/A
-3,500 Closed
0 $0
Q3 2017

Oct 20, 2017

BUY
N/A
3,500
3,500 $186,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Bristlecone Advisors, LLC Portfolio

Follow Bristlecone Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bristlecone Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bristlecone Advisors, LLC with notifications on news.