Cavalier Investments, LLC Utilities Sector Spdr Transaction History

Cavalier Investments, LLC

  • $318 Million
  • Q3 2024

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 $2.5 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
31,094
Holding current value
$2.5 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

# of Institutions
1,482
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 Cavalier Investments, LLC Portfolio

Follow Cavalier Investments, 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 Cavalier Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cavalier Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email