A detailed history of Cra Financial Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cra Financial Services, LLC holds 12,685 shares of XLU stock, worth $970,148. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,685
Previous 12,175 4.19%
Holding current value
$970,148
Previous $829,000 23.52%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Oct 10, 2024

BUY
$67.67 - $80.78 $34,511 - $41,197
510 Added 4.19%
12,685 $1.02 Million
Q1 2024

Apr 17, 2024

BUY
$59.95 - $65.65 $135,187 - $148,040
2,255 Added 22.73%
12,175 $799,000
Q4 2023

Jan 31, 2024

SELL
$56.19 - $65.96 $4,214 - $4,946
-75 Reduced 0.75%
9,920 $628,000
Q2 2023

Jul 11, 2023

SELL
$64.34 - $69.97 $11,323 - $12,314
-176 Reduced 1.73%
9,995 $654,000
Q1 2023

Apr 06, 2023

BUY
$63.7 - $72.08 $3,567 - $4,036
56 Added 0.55%
10,171 $688,000
Q2 2022

Jul 21, 2022

SELL
$64.87 - $76.96 $16,217 - $19,240
-250 Reduced 2.41%
10,115 $709,000
Q4 2021

Jan 20, 2022

SELL
$63.88 - $71.58 $25,552 - $28,632
-400 Reduced 3.72%
10,365 $742,000
Q3 2021

Oct 12, 2021

SELL
$63.56 - $70.07 $6,356 - $7,006
-100 Reduced 0.92%
10,765 $688,000
Q2 2021

Jul 23, 2021

SELL
$63.23 - $67.72 $12,646 - $13,544
-200 Reduced 1.81%
10,865 $687,000
Q1 2021

Apr 16, 2021

SELL
$58.36 - $64.15 $14,590 - $16,037
-250 Reduced 2.21%
11,065 $709,000
Q4 2020

Jan 27, 2021

SELL
$59.98 - $66.76 $44,985 - $50,070
-750 Reduced 6.22%
11,315 $709,000
Q3 2019

Nov 07, 2019

SELL
$62.5 - $64.93 $24,187 - $25,127
-387 Reduced 3.11%
12,065 $781,000
Q4 2018

Feb 08, 2019

BUY
N/A
12,452 New
12,452 $659,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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