Esg Planning Utilities Sector Spdr Transaction History

Esg Planning

$151 Million
Q3 2024

A detailed history of Esg Planning transactions in Utilities Sector Spdr stock. As of the latest transaction made, Esg Planning holds 18,375 shares of XLU stock, worth $1.4 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

18,375

Previous 14,922 23.14%

Holding current value

$1.4 Million

Previous $1.02 Million 46.06%

% of portfolio

0.98%

Previous 1.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

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.

Account