Cliftonlarsonallen Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
SELL
$56.19 - $65.96 $15,901 - $18,666
-283 Reduced 2.53%
10,902 $690,000
Q3 2023

Oct 13, 2023
SELL
$58.83 - $68.46 $140,780 - $163,824
-2,393 Reduced 17.62%
11,185 $659,000
Q2 2023

Jul 14, 2023
SELL
$64.34 - $69.97 $100,756 - $109,573
-1,566 Reduced 10.34%
13,578 $888,000
Q1 2023

Apr 12, 2023
SELL
$63.7 - $72.08 $592,919 - $670,920
-9,308 Reduced 38.07%
15,144 $1.03 Million
Q4 2022

Jan 19, 2023
SELL
$61.52 - $72.67 $1.07 Million - $1.27 Million
-17,413 Reduced 41.59%
24,452 $0
Q3 2022

Oct 12, 2022
SELL
$65.51 - $78.12 $1.02 Million - $1.22 Million
-15,604 Reduced 27.15%
41,865 $2.74 Million
Q2 2022

Jul 08, 2022
SELL
$64.87 - $76.96 $1.24 Million - $1.47 Million
-19,117 Reduced 24.96%
57,469 $4.03 Million
Q1 2022

Apr 27, 2022
SELL
$65.03 - $74.54 $1.21 Million - $1.39 Million
-18,590 Reduced 19.53%
76,586 $5.7 Million
Q4 2021

Jan 26, 2022
BUY
$63.88 - $71.58 $320,677 - $359,331
5,020 Added 5.57%
95,176 $6.81 Million
Q3 2021

Nov 02, 2021
BUY
$63.56 - $70.07 $5.73 Million - $6.32 Million
90,156 New
90,156 $5.76 Million
Q3 2021

Oct 14, 2021
SELL
$63.56 - $70.07 $4.47 Million - $4.93 Million
-70,330 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$63.23 - $67.72 $443,431 - $474,920
7,013 Added 11.08%
70,330 $4.45 Million
Q1 2021

May 24, 2021
BUY
$58.36 - $64.15 $1.37 Million - $1.51 Million
23,521 Added 59.1%
63,317 $4.06 Million
Q4 2020

Jan 14, 2021
SELL
$59.98 - $66.76 $61,179 - $68,095
-1,020 Reduced 2.5%
39,796 $2.5 Million
Q3 2020

Oct 13, 2020
BUY
$56.7 - $61.49 $29,880 - $32,405
527 Added 1.31%
40,816 $2.42 Million
Q2 2020

Jul 16, 2020
BUY
$51.79 - $62.83 $2.09 Million - $2.53 Million
40,289 New
40,289 $2.27 Million

Others Institutions Holding XLU

# of Institutions
1,486
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
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