A detailed history of Evernest Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 14,137 shares of XLU stock, worth $1.08 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
14,137
Previous 6,011 135.19%
Holding current value
$1.08 Million
Previous $409,000 178.97%
% of portfolio
0.32%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$67.67 - $80.78 $549,886 - $656,418
8,126 Added 135.19%
14,137 $1.14 Million
Q2 2024

Aug 07, 2024

BUY
$62.77 - $72.87 $46,512 - $53,996
741 Added 14.06%
6,011 $409,000
Q1 2024

May 10, 2024

SELL
$59.95 - $65.65 $4,616 - $5,055
-77 Reduced 1.44%
5,270 $345 Million
Q4 2023

May 10, 2024

BUY
$56.19 - $65.96 $5,113 - $6,002
91 Added 1.73%
5,361 $340 Million
Q4 2021

Feb 13, 2024

BUY
$63.88 - $71.58 $341,566 - $382,738
5,347 New
5,347 $322 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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