A detailed history of Choate Investment Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Choate Investment Advisors holds 26,800 shares of XLU stock, worth $2.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
26,800
Previous 27,000 0.74%
Holding current value
$2.05 Million
Previous $1.84 Million 17.67%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$67.67 - $80.78 $13,534 - $16,156
-200 Reduced 0.74%
26,800 $2.16 Million
Q2 2024

Aug 08, 2024

SELL
$62.77 - $72.87 $103,570 - $120,235
-1,650 Reduced 5.76%
27,000 $1.84 Million
Q1 2024

May 07, 2024

BUY
$59.95 - $65.65 $1.72 Million - $1.88 Million
28,650 New
28,650 $1.88 Million
Q3 2020

Oct 26, 2020

BUY
$56.7 - $61.49 $11,340 - $12,298
200 New
200 $12,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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