A detailed history of Cavalier Investments, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cavalier Investments, LLC holds 31,094 shares of XLU stock, worth $2.47 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
31,094
Holding current value
$2.47 Million
% of portfolio
0.79%

Shares

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

Oct 24, 2024

BUY
$67.67 - $80.78 $2.1 Million - $2.51 Million
31,094 New
31,094 $2.51 Million
Q1 2021

May 13, 2021

SELL
$58.36 - $64.15 $692,091 - $760,754
-11,859 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$59.98 - $66.76 $711,302 - $791,706
11,859 New
11,859 $744,000
Q4 2019

Feb 06, 2020

SELL
$61.37 - $64.82 $12 Million - $12.7 Million
-195,819 Closed
0 $0
Q3 2019

Nov 06, 2019

BUY
$62.5 - $64.93 $8.06 Million - $8.38 Million
129,001 Added 193.06%
195,819 $12.7 Million
Q2 2019

Jul 31, 2019

SELL
N/A
-86,982 Reduced 56.56%
66,818 $3.98 Million
Q1 2019

May 03, 2019

SELL
N/A
-211,456 Reduced 57.89%
153,800 $8.95 Million
Q4 2018

Feb 01, 2019

BUY
N/A
106,555 Added 41.19%
365,256 $19.3 Million
Q3 2018

Nov 13, 2018

BUY
N/A
184,825 Added 250.18%
258,701 $13.6 Million
Q2 2018

Aug 03, 2018

BUY
N/A
73,876 New
73,876 $3.84 Million
Q1 2018

May 10, 2018

SELL
N/A
-188,832 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
N/A
14,597 Added 8.38%
188,832 $9.95 Million
Q2 2017

Aug 14, 2017

BUY
N/A
174,235
174,235 $9.05 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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