Financial Gravity Asset Management, Inc. Utilities Sector Spdr Transaction History

Financial Gravity Asset Management, Inc.

$459 Billion
Q1 2025

A detailed history of Financial Gravity Asset Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 225 shares of XLU stock, worth $18,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares

225

Previous 777 71.04%

Holding current value

$18,432

Previous $52.9 Million 66.49%

% of portfolio

0.0%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$74.7 - $80.27 $41,234 - $44,309	-552 Reduced 71.04%	225 $17.7 Million
Q2 2024 Aug 06, 2024	BUY	$62.77 - $72.87 $26,551 - $30,824	423 Added 119.49%	777 $52.9 Million
Q1 2024 Jun 26, 2024	SELL	$59.95 - $65.65 $3,896 - $4,267	-65 Reduced 15.51%	354 $23.2 Million
Q1 2024 May 13, 2024	SELL	$59.95 - $65.65 $7,074 - $7,746	-118 Reduced 20.81%	449 $29.5 Million
Q4 2023 Jun 26, 2024	SELL	$56.19 - $65.96 $1,685 - $1,978	-30 Reduced 6.68%	419 $26.4 Million
Q3 2023 Nov 15, 2023	BUY	$58.83 - $68.46 $29,532 - $34,366	502 Added 772.31%	567 $33,000
Q2 2023 Aug 08, 2023	SELL	$64.34 - $69.97 $2,444 - $2,658	-38 Reduced 36.89%	65 $16.4 Million
Q1 2023 May 12, 2023	BUY	$63.7 - $72.08 $6,561 - $7,424	103 New	103 $25.2 Million
Q3 2022 Nov 03, 2022	SELL	$65.51 - $78.12 $83,328 - $99,368	-1,272 Reduced 86.53%	198 $2.56 Million
Q2 2022 Aug 05, 2022	BUY	$64.87 - $76.96 $80,957 - $96,046	1,248 Added 562.16%	1,470 $15.1 Million
Q1 2022 May 13, 2022	BUY	$65.03 - $74.54 $390 - $447	6 Added 2.78%	222 $2.91 Million
Q4 2021 Feb 11, 2022	BUY	$63.88 - $71.58 $11,306 - $12,669	177 Added 453.85%	216 $2.8 Million
Q2 2021 Aug 11, 2021	SELL	$63.23 - $67.72 $17,894 - $19,164	-283 Reduced 87.89%	39 $63,000
Q1 2021 May 17, 2021	SELL	$58.36 - $64.15 $4,960 - $5,452	-85 Reduced 20.88%	322 $2.52 Million
Q4 2020 Feb 16, 2021	BUY	$59.98 - $66.76 $24,411 - $27,171	407 New	407 $0
Q2 2020 Aug 13, 2020	SELL	$51.79 - $62.83 $16,883 - $20,482	-326 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$44.93 - $70.98 $150,605 - $237,924	-3,352 Reduced 91.14%	326 $0
Q4 2019 Feb 28, 2020	BUY	$61.37 - $64.82 $224,798 - $237,435	3,663 Added 24420.0%	3,678 $83,000
Q3 2019 Oct 15, 2019	SELL	$62.5 - $64.93 $2,750 - $2,856	-44 Reduced 74.58%	15 $1,000
Q2 2019 Jul 26, 2019	BUY	N/A	59 New	59 $4,000

Others Institutions Holding XLU

# of Institutions

1,572

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Financial Gravity Asset Management, Inc. Utilities Sector Spdr Transaction History