Domani Wealth, LLC Utilities Sector Spdr Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$65.03 - $74.54 $39,018 - $44,724	-600 Reduced 6.19%	9,086 $677,000
Q4 2021 Jan 18, 2022	BUY	$63.88 - $71.58 $38,328 - $42,948	600 Added 6.6%	9,686 $693,000
Q2 2021 Jul 22, 2021	SELL	$63.23 - $67.72 $1,454 - $1,557	-23 Reduced 0.25%	9,086 $575,000
Q1 2021 Apr 12, 2021	BUY	$58.36 - $64.15 $1,342 - $1,475	23 Added 0.25%	9,109 $583,000
Q4 2020 Jan 21, 2021	BUY	$59.98 - $66.76 $134,295 - $149,475	2,239 Added 32.7%	9,086 $570,000
Q3 2020 Oct 13, 2020	BUY	$56.7 - $61.49 $88,622 - $96,108	1,563 Added 29.58%	6,847 $407,000
Q2 2020 Jul 24, 2020	BUY	$51.79 - $62.83 $273,658 - $331,993	5,284 New	5,284 $298,000
Q4 2018 Jan 25, 2019	SELL	N/A	-4,153 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	4,153 New	4,153 $219,000

Others Institutions Holding XLU

# of Institutions

1,422

Shares Held

166M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.12 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$940 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$877 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$606 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$390 Million
0.17% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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