Cypress Wealth Services, LLC Utilities Sector Spdr Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,730 shares of XLU stock, worth $221,348. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,730
Previous 2,730 -0.0%
Holding current value
$221,348
Previous $206,000 2.91%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 08, 2024
BUY
$67.67 - $80.78 $184,739 - $220,529
2,730 New
2,730 $220,000
Q2 2022

Jul 27, 2022
SELL
$64.87 - $76.96 $177,095 - $210,100
-2,730 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$65.03 - $74.54 $177,531 - $203,494
2,730 New
2,730 $203,000
Q2 2021

Jul 14, 2021
SELL
$63.23 - $67.72 $320,259 - $343,001
-5,065 Closed
0 $0
Q1 2021

Apr 28, 2021
SELL
$58.36 - $64.15 $11,672 - $12,830
-200 Reduced 3.8%
5,065 $324,000
Q4 2020

Jan 22, 2021
BUY
$59.98 - $66.76 $719 - $801
12 Added 0.23%
5,265 $330,000
Q2 2020

Jul 15, 2020
SELL
$51.79 - $62.83 $4,661 - $5,654
-90 Reduced 1.68%
5,253 $296,000
Q1 2020

Apr 10, 2020
BUY
$44.93 - $70.98 $9,704 - $15,331
216 Added 4.21%
5,343 $296,000
Q4 2019

Jan 14, 2020
BUY
$61.37 - $64.82 $306 - $324
5 Added 0.1%
5,127 $331,000
Q3 2019

Oct 16, 2019
BUY
$62.5 - $64.93 $6,375 - $6,622
102 Added 2.03%
5,122 $332,000
Q2 2019

Jul 24, 2019
BUY
N/A
5,020 New
5,020 $299,000

Others Institutions Holding XLU

# of Institutions
1,571
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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