A detailed history of Cranbrook Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cranbrook Wealth Management, LLC holds 49,498 shares of XLU stock, worth $3.37 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
49,498
Previous 47,371 4.49%
Holding current value
$3.37 Million
Previous $3 Million 8.3%
% of portfolio
0.82%
Previous 0.8%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$59.95 - $65.65 $127,513 - $139,637
2,127 Added 4.49%
49,498 $3.25 Million
Q4 2023

Jan 24, 2024

BUY
$56.19 - $65.96 $104,738 - $122,949
1,864 Added 4.1%
47,371 $3 Million
Q3 2023

Oct 24, 2023

SELL
$58.83 - $68.46 $13,707 - $15,951
-233 Reduced 0.51%
45,507 $2.68 Million
Q2 2023

Jul 17, 2023

BUY
$64.34 - $69.97 $5,790 - $6,297
90 Added 0.2%
45,740 $2.99 Million
Q1 2023

Apr 20, 2023

BUY
$63.7 - $72.08 $125,234 - $141,709
1,966 Added 4.5%
45,650 $3.09 Million
Q4 2022

Feb 09, 2023

SELL
$65.75 - $72.67 $42,408 - $46,872
-645 Reduced 1.46%
43,684 $3.08 Million
Q3 2022

Oct 26, 2022

SELL
N/A
-113 Reduced 0.25%
44,329 $2.9 Million
Q2 2022

Jul 28, 2022

SELL
N/A
-2,098 Reduced 4.51%
44,442 $3.12 Million
Q1 2022

May 12, 2022

SELL
N/A
-476 Reduced 1.01%
46,540 $3.47 Million
Q4 2021

Feb 14, 2022

BUY
N/A
1,999 Added 4.44%
47,016 $3.37 Million
Q3 2021

Nov 12, 2021

BUY
N/A
2,054 Added 4.78%
45,017 $2.88 Million
Q2 2021

Aug 12, 2021

BUY
N/A
829 Added 1.97%
42,963 $2.72 Million
Q1 2021

May 06, 2021

BUY
N/A
428 Added 1.03%
42,134 $2.7 Million
Q4 2020

Feb 11, 2021

SELL
N/A
-243 Reduced 0.58%
41,706 $2.62 Million
Q3 2020

Nov 12, 2020

BUY
N/A
4,525 Added 12.09%
41,949 $2.49 Million
Q2 2020

Aug 06, 2020

BUY
N/A
3,987 Added 11.92%
37,424 $2.11 Million
Q1 2020

May 13, 2020

BUY
N/A
4,394 Added 15.13%
33,437 $1.85 Million
Q4 2019

Feb 11, 2020

BUY
N/A
2,329 Added 8.72%
29,043 $1.88 Million
Q3 2019

Nov 13, 2019

BUY
N/A
9,805 Added 57.99%
26,714 $1.73 Million
Q2 2019

Aug 07, 2019

BUY
N/A
10,393 Added 159.5%
16,909 $1.01 Million
Q1 2019

May 13, 2019

BUY
N/A
6,516 New
6,516 $379,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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