Esg Planning Utilities Sector Spdr Transaction History

Esg Planning

$148 Million
Q1 2025

A detailed history of Esg Planning transactions in Utilities Sector Spdr stock. As of the latest transaction made, Esg Planning holds 21,017 shares of XLU stock, worth $1.66 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

21,017

Previous 16,069 30.79%

Holding current value

$1.66 Million

Previous $1.22 Million 36.27%

% of portfolio

1.12%

Previous 0.91%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$74.7 - $80.27 $369,615 - $397,175	4,948 Added 30.79%	21,017 $1.66 Million
Q4 2024 Feb 12, 2025	SELL	$74.89 - $82.93 $172,696 - $191,236	-2,306 Reduced 12.55%	16,069 $1.22 Million
Q3 2024 Nov 07, 2024	BUY	$67.67 - $80.78 $233,664 - $278,933	3,453 Added 23.14%	18,375 $1.48 Million
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	$61.52 - $72.67 $627,873 - $741,670	-10,206 Reduced 57.96%	7,402 $521,000
Q3 2022 Nov 09, 2022	BUY	$65.51 - $78.12 $58,500 - $69,761	893 Added 5.34%	17,608 $1.15 Million
Q2 2022 Aug 10, 2022	BUY	$64.87 - $76.96 $27,699 - $32,861	427 Added 2.62%	16,715 $1.17 Million
Q1 2022 May 31, 2022	BUY	$65.03 - $74.54 $1.06 Million - $1.21 Million	16,288 New	16,288 $1.21 Million

Others Institutions Holding XLU

# of Institutions

1,566

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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