A detailed history of Creative Planning transactions in Utilities Sector Spdr stock. As of the latest transaction made, Creative Planning holds 72,277 shares of XLU stock, worth $5.73 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
72,277
Previous 69,821 3.52%
Holding current value
$5.73 Million
Previous $4.76 Million 22.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 11, 2024

BUY
$67.67 - $80.78 $166,197 - $198,395
2,456 Added 3.52%
72,277 $5.84 Million
Q2 2024

Aug 15, 2024

BUY
$62.77 - $72.87 $30,820 - $35,779
491 Added 0.71%
69,821 $4.76 Million
Q1 2024

May 10, 2024

BUY
$59.95 - $65.65 $185,964 - $203,646
3,102 Added 4.68%
69,330 $4.55 Million
Q4 2023

Feb 14, 2024

SELL
$56.19 - $65.96 $167,783 - $196,956
-2,986 Reduced 4.31%
66,228 $4.19 Million
Q3 2023

Nov 16, 2023

BUY
$58.83 - $68.46 $126,013 - $146,641
2,142 Added 3.19%
69,214 $4.08 Million
Q2 2023

Jul 21, 2023

SELL
$64.34 - $69.97 $348,594 - $379,097
-5,418 Reduced 7.47%
67,072 $4.39 Million
Q1 2023

May 15, 2023

SELL
$63.7 - $72.08 $370,479 - $419,217
-5,816 Reduced 7.43%
72,490 $4.91 Million
Q4 2022

Feb 10, 2023

BUY
$61.52 - $72.67 $1.34 Million - $1.58 Million
21,743 Added 38.44%
78,306 $5.52 Million
Q3 2022

Nov 03, 2022

SELL
$65.51 - $78.12 $1.31 Million - $1.57 Million
-20,042 Reduced 26.16%
56,563 $3.71 Million
Q2 2022

Aug 15, 2022

BUY
$64.87 - $76.96 $1.38 Million - $1.64 Million
21,305 Added 38.53%
76,605 $5.37 Million
Q1 2022

May 16, 2022

SELL
$65.03 - $74.54 $23,800 - $27,281
-366 Reduced 0.66%
55,300 $4.12 Million
Q4 2021

Feb 11, 2022

SELL
$63.88 - $71.58 $433,106 - $485,312
-6,780 Reduced 10.86%
55,666 $3.99 Million
Q3 2021

Nov 10, 2021

SELL
$63.56 - $70.07 $176,506 - $194,584
-2,777 Reduced 4.26%
62,446 $3.99 Million
Q2 2021

Aug 04, 2021

SELL
$63.23 - $67.72 $128,736 - $137,877
-2,036 Reduced 3.03%
65,223 $4.12 Million
Q1 2021

Apr 30, 2021

BUY
$58.36 - $64.15 $465,362 - $511,532
7,974 Added 13.45%
67,259 $4.31 Million
Q4 2020

Jan 29, 2021

BUY
$59.98 - $66.76 $3,298 - $3,671
55 Added 0.09%
59,285 $3.72 Million
Q3 2020

Nov 05, 2020

BUY
$56.7 - $61.49 $1.49 Million - $1.61 Million
26,248 Added 79.58%
59,230 $3.52 Million
Q2 2020

Jul 23, 2020

BUY
$51.79 - $62.83 $138,331 - $167,818
2,671 Added 8.81%
32,982 $1.86 Million
Q1 2020

May 05, 2020

BUY
$44.93 - $70.98 $140,990 - $222,735
3,138 Added 11.55%
30,311 $1.68 Million
Q4 2019

Jan 30, 2020

BUY
$61.37 - $64.82 $199,820 - $211,053
3,256 Added 13.61%
27,173 $1.76 Million
Q3 2019

Nov 01, 2019

BUY
$62.5 - $64.93 $173,562 - $180,310
2,777 Added 13.14%
23,917 $1.55 Million
Q2 2019

Jul 26, 2019

SELL
N/A
-1,632 Reduced 7.17%
21,140 $1.26 Million
Q1 2019

Apr 24, 2019

BUY
N/A
985 Added 4.52%
22,772 $1.33 Million
Q4 2018

Feb 01, 2019

SELL
N/A
-168 Reduced 0.77%
21,787 $1.15 Million
Q3 2018

Oct 25, 2018

BUY
N/A
82 Added 0.37%
21,955 $1.16 Million
Q2 2018

Jul 20, 2018

BUY
N/A
310 Added 1.44%
21,873 $1.14 Million
Q1 2018

Apr 18, 2018

SELL
N/A
-672 Reduced 3.02%
21,563 $1.09 Million
Q4 2017

Jan 17, 2018

BUY
N/A
1,314 Added 6.28%
22,235 $1.17 Million
Q3 2017

Oct 17, 2017

BUY
N/A
20,921
20,921 $1.11 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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