Cooksen Wealth, LLC Utilities Sector Spdr Transaction History

Cooksen Wealth, LLC

$98.6 Billion
Q1 2025

A detailed history of Cooksen Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cooksen Wealth, LLC holds 7,177 shares of XLU stock, worth $587,939. This represents 0.48% of its overall portfolio holdings.

Number of Shares

7,177

Previous 7,900 9.15%

Holding current value

$587,939

Previous $598 Million 21.2%

% of portfolio

0.48%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$74.7 - $80.27 $54,008 - $58,035	-723 Reduced 9.15%	7,177 $471 Million
Q4 2024 Jan 31, 2025	BUY	$74.89 - $82.93 $20,444 - $22,639	273 Added 3.58%	7,900 $598 Million
Q3 2024 Oct 23, 2024	BUY	$67.67 - $80.78 $15,631 - $18,660	231 Added 3.12%	7,627 $616 Million
Q2 2024 Jul 25, 2024	BUY	$62.77 - $72.87 $13,746 - $15,958	219 Added 3.05%	7,396 $504 Million
Q1 2024 Apr 15, 2024	BUY	$59.95 - $65.65 $50,537 - $55,342	843 Added 13.31%	7,177 $471 Million
Q4 2023 Mar 21, 2024	BUY	$56.19 - $65.96 $355,907 - $417,790	6,334 New	6,334 $401 Million

Others Institutions Holding XLU

# of Institutions

1,573

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Cooksen Wealth, LLC Utilities Sector Spdr Transaction History