A detailed history of Continuum Advisory, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Continuum Advisory, LLC holds 4,042 shares of XLU stock, worth $309,132. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,042
Previous 3,437 17.6%
Holding current value
$309,132
Previous $234,000 39.32%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 15, 2024

BUY
$67.67 - $80.78 $40,940 - $48,871
605 Added 17.6%
4,042 $326,000
Q2 2024

Jul 19, 2024

SELL
$62.77 - $72.87 $4,519 - $5,246
-72 Reduced 2.05%
3,437 $234,000
Q1 2024

May 10, 2024

BUY
$59.95 - $65.65 $210,364 - $230,365
3,509 New
3,509 $230,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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