A detailed history of Clear Creek Financial Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 8,273 shares of XLU stock, worth $673,918. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,273
Previous 8,027 3.06%
Holding current value
$673,918
Previous $526,000 7.03%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 25, 2024

BUY
$62.77 - $72.87 $15,441 - $17,926
246 Added 3.06%
8,273 $563,000
Q1 2024

Apr 26, 2024

BUY
$59.95 - $65.65 $34,591 - $37,880
577 Added 7.74%
8,027 $526,000
Q4 2023

Jan 23, 2024

BUY
$56.19 - $65.96 $2,697 - $3,166
48 Added 0.65%
7,450 $471,000
Q3 2023

Oct 23, 2023

SELL
$58.83 - $68.46 $9,295 - $10,816
-158 Reduced 2.09%
7,402 $436,000
Q2 2023

Jul 14, 2023

SELL
$64.34 - $69.97 $37,510 - $40,792
-583 Reduced 7.16%
7,560 $494,000
Q1 2023

Apr 20, 2023

SELL
$63.7 - $72.08 $45,418 - $51,393
-713 Reduced 8.05%
8,143 $551,000
Q4 2022

Jan 23, 2023

BUY
$61.52 - $72.67 $38,696 - $45,709
629 Added 7.65%
8,856 $0
Q3 2022

Oct 24, 2022

SELL
$65.51 - $78.12 $67,213 - $80,151
-1,026 Reduced 11.09%
8,227 $539,000
Q2 2022

Jul 27, 2022

SELL
$64.87 - $76.96 $15,114 - $17,931
-233 Reduced 2.46%
9,253 $649,000
Q1 2022

May 02, 2022

SELL
$65.03 - $74.54 $178,442 - $204,537
-2,744 Reduced 22.44%
9,486 $706,000
Q4 2021

Jan 21, 2022

SELL
$63.88 - $71.58 $72,567 - $81,314
-1,136 Reduced 8.5%
12,230 $875,000
Q3 2021

Oct 14, 2021

BUY
$63.56 - $70.07 $214,133 - $236,065
3,369 Added 33.7%
13,366 $854,000
Q2 2021

Jul 30, 2021

BUY
$63.23 - $67.72 $632,110 - $676,996
9,997 New
9,997 $632,000
Q1 2021

Apr 23, 2021

SELL
$58.36 - $64.15 $565,858 - $621,998
-9,696 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$59.98 - $66.76 $581,566 - $647,304
9,696 New
9,696 $607,000
Q3 2020

Nov 10, 2020

SELL
$56.7 - $61.49 $615,875 - $667,904
-10,862 Closed
0 $0
Q2 2020

Jul 16, 2020

BUY
$51.79 - $62.83 $139,107 - $168,761
2,686 Added 32.85%
10,862 $612,000
Q1 2020

Apr 23, 2020

BUY
$44.93 - $70.98 $367,347 - $580,332
8,176 New
8,176 $473,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Clear Creek Financial Management, LLC Portfolio

Follow Clear Creek Financial Management, 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 Clear Creek Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Creek Financial Management, LLC with notifications on news.