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 354 shares of XLU stock, worth $24,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares
354
Previous 419 15.51%
Holding current value
$24,266
Previous $26.4 Million 12.06%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-1,272 Reduced 86.53%
198 $2.56 Million
Q2 2022

Aug 05, 2022

BUY
N/A
1,248 Added 562.16%
1,470 $15.1 Million
Q1 2022

May 13, 2022

BUY
N/A
6 Added 2.78%
222 $2.91 Million
Q4 2021

Feb 11, 2022

BUY
N/A
177 Added 453.85%
216 $2.8 Million
Q2 2021

Aug 11, 2021

SELL
N/A
-283 Reduced 87.89%
39 $63,000
Q1 2021

May 17, 2021

SELL
N/A
-85 Reduced 20.88%
322 $2.52 Million
Q4 2020

Feb 16, 2021

BUY
N/A
407 New
407 $0
Q2 2020

Aug 13, 2020

SELL
N/A
-326 Closed
0 $0
Q1 2020

May 12, 2020

SELL
N/A
-3,352 Reduced 91.14%
326 $0
Q4 2019

Feb 28, 2020

BUY
N/A
3,663 Added 24420.0%
3,678 $83,000
Q3 2019

Oct 15, 2019

SELL
N/A
-44 Reduced 74.58%
15 $1,000
Q2 2019

Jul 26, 2019

BUY
N/A
59 New
59 $4,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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