Dakota Wealth Management Utilities Sector Spdr Transaction History

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025

A detailed history of Dakota Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dakota Wealth Management holds 115,123 shares of XLU stock, worth $9.08 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
115,123
Previous 108,403 6.2%
Holding current value
$9.08 Million
Previous $8.21 Million 10.63%
% of portfolio
0.22%
Previous 0.19%

Shares

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

May 01, 2025
BUY
$74.7 - $80.27 $501,984 - $539,414
6,720 Added 6.2%
115,123 $9.08 Million
Q4 2024

Jan 17, 2025
BUY
$74.89 - $82.93 $435,635 - $482,403
5,817 Added 5.67%
108,403 $8.21 Million
Q3 2024

Oct 23, 2024
SELL
$67.67 - $80.78 $168,633 - $201,303
-2,492 Reduced 2.37%
102,586 $8.29 Million
Q2 2024

Jul 19, 2024
BUY
$62.77 - $72.87 $236,580 - $274,647
3,769 Added 3.72%
105,078 $7.16 Million
Q1 2024

Apr 24, 2024
SELL
$59.95 - $65.65 $149,035 - $163,205
-2,486 Reduced 2.4%
101,309 $6.65 Million
Q4 2023

Jan 30, 2024
SELL
$56.19 - $65.96 $87,768 - $103,029
-1,562 Reduced 1.48%
103,795 $6.57 Million
Q3 2023

Oct 23, 2023
BUY
$58.83 - $68.46 $166,959 - $194,289
2,838 Added 2.77%
105,357 $6.21 Million
Q2 2023

Jul 31, 2023
BUY
$64.34 - $69.97 $2.47 Million - $2.68 Million
38,330 Added 59.71%
102,519 $6.71 Million
Q1 2023

Apr 14, 2023
BUY
$63.7 - $72.08 $146,637 - $165,928
2,302 Added 3.72%
64,189 $4.34 Million
Q4 2022

Feb 07, 2023
BUY
$61.52 - $72.67 $9,843 - $11,627
160 Added 0.26%
61,887 $4.36 Million
Q3 2022

Nov 10, 2022
BUY
$65.51 - $78.12 $4.04 Million - $4.82 Million
61,727 New
61,727 $4.04 Million

Others Institutions Holding XLU

# of Institutions
1,571
Shares Held
154M
Call Options Held
18.8M
Put Options Held
38M
View Full List

About UTILITIES SECTOR SPDR

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