Capasso Planning Partners LLC Utilities Sector Spdr Transaction History

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 5,805 shares of XLU stock, worth $449,365. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,805
Previous 13,337 56.47%
Holding current value
$449,365
Previous $1.08 Million 59.24%
% of portfolio
0.19%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$74.89 - $82.93 $564,071 - $624,628
-7,532 Reduced 56.47%
5,805 $439,000
Q3 2024

Dec 02, 2024
BUY
$67.67 - $80.78 $274,266 - $327,401
4,053 Added 43.66%
13,337 $1.08 Million
Q2 2024

Dec 02, 2024
BUY
$62.77 - $72.87 $582,756 - $676,525
9,284 New
9,284 $632,000

Others Institutions Holding XLU

# of Institutions
1,549
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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