Esg Planning Utilities Sector Spdr Transaction History

Esg Planning

  • $99.8 Million
  • Q2 2024

A detailed history of Esg Planning transactions in Utilities Sector Spdr stock. As of the latest transaction made, Esg Planning holds 14,922 shares of XLU stock, worth $1.14 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
14,922
Previous 6,329 135.77%
Holding current value
$1.14 Million
Previous $415,000 144.82%
% of portfolio
1.02%
Previous 0.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $539,382 - $626,171
8,593 Added 135.77%
14,922 $1.02 Million
Q1 2024

May 01, 2024
BUY
$59.95 - $65.65 $379,423 - $415,498
6,329 New
6,329 $415,000
Q4 2022

Feb 03, 2023
SELL
$65.75 - $72.67 $671,044 - $741,670
-10,206 Reduced 57.96%
7,402 $521,000
Q3 2022

Nov 09, 2022
BUY
N/A
893 Added 5.34%
17,608 $1.15 Million
Q2 2022

Aug 10, 2022
BUY
N/A
427 Added 2.62%
16,715 $1.17 Million
Q1 2022

May 31, 2022
BUY
N/A
16,288 New
16,288 $1.21 Million

Others Institutions Holding XLU

# of Institutions
1,364
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Esg Planning Portfolio

Follow Esg Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Esg Planning, based on Form 13F filings with the SEC.

News

Stay updated on Esg Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email