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 11,334 shares of XLU stock, worth $866,824. This represents 0.58% of its overall portfolio holdings.

Number of Shares
11,334
Previous 11,313 0.19%
Holding current value
$866,824
Previous $770,000 18.83%
% of portfolio
0.58%
Previous 0.5%

Shares

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

Oct 31, 2024

BUY
$67.67 - $80.78 $1,421 - $1,696
21 Added 0.19%
11,334 $915,000
Q2 2024

Jul 22, 2024

BUY
$62.77 - $72.87 $1,506 - $1,748
24 Added 0.21%
11,313 $770,000
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
$61.52 - $72.67 $1,661 - $1,962
27 Added 0.19%
14,011 $0
Q3 2022

Oct 26, 2022

SELL
$65.51 - $78.12 $8,057 - $9,608
-123 Reduced 0.87%
13,984 $930,000
Q2 2022

Jul 15, 2022

BUY
$64.87 - $76.96 $1,556 - $1,847
24 Added 0.17%
14,107 $996,000
Q1 2022

Apr 21, 2022

BUY
$65.03 - $74.54 $132,401 - $151,763
2,036 Added 16.9%
14,083 $1.05 Million
Q4 2021

Jan 24, 2022

SELL
$63.88 - $71.58 $6.11 Million - $6.85 Million
-95,683 Reduced 88.82%
12,047 $860,000
Q4 2021

Jan 18, 2022

BUY
$63.88 - $71.58 $6.39 Million - $7.16 Million
100,005 Added 1294.56%
107,730 $1.06 Million
Q3 2021

Oct 18, 2021

SELL
$63.56 - $70.07 $74,873 - $82,542
-1,178 Reduced 13.23%
7,725 $493,000
Q2 2021

Jul 21, 2021

BUY
$63.23 - $67.72 $1,391 - $1,489
22 Added 0.25%
8,903 $564,000
Q1 2021

Apr 19, 2021

SELL
$58.36 - $64.15 $616,865 - $678,065
-10,570 Reduced 54.34%
8,881 $566,000
Q4 2020

Jan 20, 2021

BUY
$59.98 - $66.76 $1.17 Million - $1.3 Million
19,451 New
19,451 $1.2 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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