David J Yvars Group Utilities Sector Spdr Transaction History

David J Yvars Group

  • $143 Million
  • Q1 2024

A detailed history of David J Yvars Group transactions in Utilities Sector Spdr stock. As of the latest transaction made, David J Yvars Group holds 11,289 shares of XLU stock, worth $767,877. This represents 0.52% of its overall portfolio holdings.

Number of Shares
11,289
Previous 11,254 0.31%
Holding current value
$767,877
Previous $712,000 4.07%
% of portfolio
0.52%
Previous 0.58%

Shares

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

Apr 11, 2024
BUY
$59.95 - $65.65 $2,098 - $2,297
35 Added 0.31%
11,289 $741,000
Q4 2023

Jan 09, 2024
BUY
$56.19 - $65.96 $1,573 - $1,846
28 Added 0.25%
11,254 $712,000
Q3 2023

Oct 13, 2023
SELL
$58.83 - $68.46 $160,605 - $186,895
-2,730 Reduced 19.56%
11,226 $661,000
Q2 2023

Jul 10, 2023
BUY
$64.34 - $69.97 $1,737 - $1,889
27 Added 0.19%
13,956 $913,000
Q1 2023

Apr 19, 2023
SELL
$63.7 - $72.08 $5,223 - $5,910
-82 Reduced 0.59%
13,929 $942,000
Q4 2022

Jan 17, 2023
BUY
$65.75 - $72.67 $1,775 - $1,962
27 Added 0.19%
14,011 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-123 Reduced 0.87%
13,984 $930,000
Q2 2022

Jul 15, 2022
BUY
N/A
24 Added 0.17%
14,107 $996,000
Q1 2022

Apr 21, 2022
BUY
N/A
2,036 Added 16.9%
14,083 $1.05 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-95,683 Reduced 88.82%
12,047 $860,000
Q4 2021

Jan 18, 2022
BUY
N/A
100,005 Added 1294.56%
107,730 $1.06 Million
Q3 2021

Oct 18, 2021
SELL
N/A
-1,178 Reduced 13.23%
7,725 $493,000
Q2 2021

Jul 21, 2021
BUY
N/A
22 Added 0.25%
8,903 $564,000
Q1 2021

Apr 19, 2021
SELL
N/A
-10,570 Reduced 54.34%
8,881 $566,000
Q4 2020

Jan 20, 2021
BUY
N/A
19,451 New
19,451 $1.2 Million

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
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More about XLU
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