A detailed history of Cwc Advisors, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 14,770 shares of XLU stock, worth $1.17 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
14,770
Previous 10,158 45.4%
Holding current value
$1.17 Million
Previous $769 Million 51.47%
% of portfolio
0.66%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$74.7 - $80.27 $344,516 - $370,205
4,612 Added 45.4%
14,770 $1.16 Billion
Q4 2024

Mar 18, 2025

SELL
$74.89 - $82.93 $50,326 - $55,728
-672 Reduced 6.2%
10,158 $769 Million
Q3 2024

Oct 23, 2024

BUY
$67.67 - $80.78 $732,866 - $874,847
10,830 New
10,830 $875 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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