A detailed history of Financial Partners Group, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial Partners Group, Inc holds 4,992 shares of XLU stock, worth $406,598. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,992
Holding current value
$406,598
% of portfolio
0.06%

Shares

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

Oct 30, 2024

BUY
$67.67 - $80.78 $337,808 - $403,253
4,992 New
4,992 $403,000
Q2 2023

Aug 08, 2023

SELL
$64.34 - $69.97 $816,281 - $887,709
-12,687 Reduced 26.39%
35,386 $2.32 Million
Q1 2023

May 12, 2023

SELL
$63.7 - $72.08 $42,679 - $48,293
-670 Reduced 1.37%
48,073 $3.25 Million
Q4 2022

Feb 14, 2023

BUY
$61.52 - $72.67 $438,945 - $518,500
7,135 Added 17.15%
48,743 $3.44 Million
Q3 2022

Nov 14, 2022

BUY
$65.51 - $78.12 $1.62 Million - $1.93 Million
24,683 Added 145.84%
41,608 $2.73 Million
Q2 2022

Aug 12, 2022

BUY
$64.87 - $76.96 $109,176 - $129,523
1,683 Added 11.04%
16,925 $1.19 Million
Q1 2022

Apr 29, 2022

BUY
$65.03 - $74.54 $73,093 - $83,782
1,124 Added 7.96%
15,242 $1.14 Million
Q4 2021

Feb 10, 2022

SELL
$63.88 - $71.58 $255 - $286
-4 Reduced 0.03%
14,118 $978,000
Q3 2021

Nov 05, 2021

SELL
$63.56 - $70.07 $16,652 - $18,358
-262 Reduced 1.82%
14,122 $902,000
Q2 2021

Aug 13, 2021

BUY
$63.23 - $67.72 $909,500 - $974,084
14,384 New
14,384 $910,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Financial Partners Group, Inc Portfolio

Follow Financial Partners Group, Inc 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 Partners Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, Inc with notifications on news.