A detailed history of Financial Engines Advisors L.L.C. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 3,400 shares of XLU stock, worth $269,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,801 10.55%
Holding current value
$269,552
Previous $249,000 7.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024

SELL
$62.77 - $72.87 $25,170 - $29,220
-401 Reduced 10.55%
3,400 $231,000
Q1 2024

May 13, 2024

BUY
$59.95 - $65.65 $32,972 - $36,107
550 Added 16.92%
3,801 $249,000
Q4 2023

Feb 13, 2024

BUY
$56.19 - $65.96 $182,673 - $214,435
3,251 New
3,251 $205,000
Q2 2023

Aug 11, 2023

BUY
$64.34 - $69.97 $579 - $629
9 Added 0.14%
6,373 $417,000
Q1 2023

May 12, 2023

BUY
$63.7 - $72.08 $188,870 - $213,717
2,965 Added 87.23%
6,364 $430,000
Q4 2022

Feb 14, 2023

SELL
$61.52 - $72.67 $1,414 - $1,671
-23 Reduced 0.67%
3,399 $239,000
Q3 2022

Nov 10, 2022

BUY
$65.51 - $78.12 $1,048 - $1,249
16 Added 0.47%
3,422 $224,000
Q2 2022

Aug 11, 2022

SELL
$64.87 - $76.96 $13,557 - $16,084
-209 Reduced 5.78%
3,406 $238,000
Q1 2022

May 12, 2022

SELL
$65.03 - $74.54 $5,332 - $6,112
-82 Reduced 2.22%
3,615 $269,000
Q4 2021

Feb 10, 2022

BUY
$63.88 - $71.58 $236,164 - $264,631
3,697 New
3,697 $265,000
Q2 2018

Jul 27, 2018

SELL
N/A
-313 Closed
0 $0
Q1 2018

May 02, 2018

BUY
N/A
313 New
313 $16,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Financial Engines Advisors L.L.C. Portfolio

Follow Financial Engines Advisors L.L.C. 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 Financial Engines Advisors L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Financial Engines Advisors L.L.C. with notifications on news.