A detailed history of Estate Counselors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Estate Counselors, LLC holds 142,155 shares of XLU stock, worth $11.3 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
142,155
Previous 142,270 0.08%
Holding current value
$11.3 Million
Previous $9.34 Million 3.7%
% of portfolio
2.8%
Previous 2.98%

Shares

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

Aug 08, 2024

SELL
$62.77 - $72.87 $7,218 - $8,380
-115 Reduced 0.08%
142,155 $9.69 Million
Q1 2024

May 14, 2024

SELL
$59.95 - $65.65 $209,825 - $229,775
-3,500 Reduced 2.4%
142,270 $9.34 Million
Q4 2023

Jan 23, 2024

BUY
$56.19 - $65.96 $3.82 Million - $4.48 Million
67,910 Added 87.22%
145,770 $9.23 Million
Q3 2023

Nov 02, 2023

BUY
$58.83 - $68.46 $186,785 - $217,360
3,175 Added 4.25%
77,860 $4.59 Million
Q2 2023

Jul 31, 2023

BUY
$64.34 - $69.97 $789,773 - $858,881
12,275 Added 19.67%
74,685 $4.89 Million
Q1 2023

May 04, 2023

SELL
$63.7 - $72.08 $492,719 - $557,538
-7,735 Reduced 11.03%
62,410 $4.22 Million
Q4 2022

Feb 08, 2023

BUY
$61.52 - $72.67 $741,623 - $876,036
12,055 Added 20.75%
70,145 $4.95 Million
Q3 2022

Nov 04, 2022

SELL
$65.51 - $78.12 $7.48 Million - $8.92 Million
-114,200 Reduced 66.28%
58,090 $3.81 Million
Q2 2022

Aug 03, 2022

BUY
$64.87 - $76.96 $4.36 Million - $5.17 Million
67,175 Added 63.91%
172,290 $12.1 Million
Q1 2022

May 09, 2022

BUY
$65.03 - $74.54 $237,034 - $271,698
3,645 Added 3.59%
105,115 $7.83 Million
Q4 2021

Feb 14, 2022

SELL
$63.88 - $71.58 $695,972 - $779,864
-10,895 Reduced 9.7%
101,470 $7.26 Million
Q3 2021

Nov 03, 2021

SELL
$63.56 - $70.07 $5.54 Million - $6.11 Million
-87,190 Reduced 43.69%
112,365 $7.18 Million
Q2 2021

Aug 03, 2021

SELL
$63.23 - $67.72 $173,882 - $186,230
-2,750 Reduced 1.36%
199,555 $12.6 Million
Q1 2021

May 06, 2021

BUY
$58.36 - $64.15 $11.3 Million - $12.4 Million
193,135 Added 2106.16%
202,305 $13 Million
Q4 2020

Feb 11, 2021

BUY
$59.98 - $66.76 $550,016 - $612,189
9,170 New
9,170 $575,000
Q3 2020

Oct 28, 2020

SELL
$56.7 - $61.49 $21,262 - $23,058
-375 Closed
0 $0
Q2 2020

Aug 07, 2020

SELL
$51.79 - $62.83 $5.87 Million - $7.12 Million
-113,400 Reduced 99.67%
375 $21,000
Q1 2020

Apr 28, 2020

BUY
$44.93 - $70.98 $61,778 - $97,597
1,375 Added 1.22%
113,775 $6.3 Million
Q4 2019

Jan 31, 2020

BUY
$61.37 - $64.82 $76,712 - $81,024
1,250 Added 1.12%
112,400 $7.26 Million
Q3 2019

Oct 28, 2019

SELL
$62.5 - $64.93 $113,125 - $117,523
-1,810 Reduced 1.6%
111,150 $7.2 Million
Q2 2019

Aug 07, 2019

SELL
N/A
-82,710 Reduced 42.27%
112,960 $6.74 Million
Q1 2019

May 01, 2019

BUY
N/A
35,950 Added 22.51%
195,670 $11.4 Million
Q4 2018

Feb 04, 2019

SELL
N/A
-7,560 Reduced 4.52%
159,720 $8.45 Million
Q3 2018

Oct 15, 2018

BUY
N/A
7,300 Added 4.56%
167,280 $8.81 Million
Q2 2018

Aug 08, 2018

BUY
N/A
159,980 New
159,980 $8.31 Million
Q4 2017

Feb 06, 2018

SELL
N/A
-99,380 Closed
0 $0
Q2 2017

Nov 13, 2017

BUY
N/A
99,380
99,380 $5.16 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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