A detailed history of E Rn Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, E Rn Financial, LLC holds 10,208 shares of XLU stock, worth $797,653. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,208
Previous 8,641 18.13%
Holding current value
$797,653
Previous $698,000 10.6%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$74.89 - $82.93 $117,352 - $129,951
1,567 Added 18.13%
10,208 $772,000
Q3 2024

Oct 15, 2024

SELL
$67.67 - $80.78 $14,887 - $17,771
-220 Reduced 2.48%
8,641 $698,000
Q2 2024

Jul 17, 2024

BUY
$62.77 - $72.87 $12,051 - $13,991
192 Added 2.21%
8,861 $603,000
Q1 2024

Apr 15, 2024

BUY
$59.95 - $65.65 $3,297 - $3,610
55 Added 0.64%
8,669 $569,000
Q4 2023

Jan 19, 2024

BUY
$56.19 - $65.96 $484,020 - $568,179
8,614 New
8,614 $545,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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