Buckingham Strategic Wealth, LLC Utilities Sector Spdr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 6,034 shares of XLU stock, worth $461,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,034
Previous 6,521 7.47%
Holding current value
$461,480
Previous $428,000 3.97%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$62.77 - $72.87 $30,568 - $35,487
-487 Reduced 7.47%
6,034 $411,000
Q1 2024

May 09, 2024
BUY
$59.95 - $65.65 $15,347 - $16,806
256 Added 4.09%
6,521 $428,000
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $82,543 - $96,895
1,469 Added 30.63%
6,265 $396,000
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $105,835 - $123,159
-1,799 Reduced 27.28%
4,796 $282,000
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $76,500 - $83,194
1,189 Added 21.99%
6,595 $431,000
Q4 2022

Feb 13, 2023
SELL
$61.52 - $72.67 $23,931 - $28,268
-389 Reduced 6.71%
5,406 $381,000
Q3 2022

Nov 07, 2022
BUY
$65.51 - $78.12 $44,874 - $53,512
685 Added 13.41%
5,795 $380,000
Q2 2022

Aug 12, 2022
BUY
$64.87 - $76.96 $147,773 - $175,314
2,278 Added 80.44%
5,110 $358,000
Q1 2022

May 10, 2022
SELL
$65.03 - $74.54 $25,491 - $29,219
-392 Reduced 12.16%
2,832 $211,000
Q4 2021

Feb 09, 2022
BUY
$63.88 - $71.58 $574 - $644
9 Added 0.28%
3,224 $231,000
Q3 2021

Nov 10, 2021
BUY
$63.56 - $70.07 $204,345 - $225,275
3,215 New
3,215 $205,000
Q3 2020

Nov 12, 2020
SELL
$56.7 - $61.49 $525,155 - $569,520
-9,262 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$51.79 - $62.83 $479,678 - $581,931
9,262 New
9,262 $523,000
Q1 2020

May 07, 2020
SELL
$44.93 - $70.98 $165,342 - $261,206
-3,680 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$62.5 - $64.93 $230,000 - $238,942
3,680 New
3,680 $238,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
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
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, 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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email