Fin Trust Capital Advisors, LLC Utilities Sector Spdr Transaction History

Fin Trust Capital Advisors, LLC

$577 Million
Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 665 shares of XLU stock, worth $52,860. This represents 0.01% of its overall portfolio holdings.

Number of Shares

665

Previous 664 0.15%

Holding current value

$52,860

Previous $45,000 17.78%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$67.67 - $80.78 $67 - $80	1 Added 0.15%	665 $53,000
Q2 2024 Jul 24, 2024	BUY	$62.77 - $72.87 $2,385 - $2,769	38 Added 6.07%	664 $45,000
Q1 2024 May 02, 2024	BUY	$59.95 - $65.65 $16,606 - $18,185	277 Added 79.37%	626 $41,000
Q4 2023 Feb 13, 2024	BUY	$56.19 - $65.96 $955 - $1,121	17 Added 5.12%	349 $22,000
Q3 2023 Oct 24, 2023	SELL	$58.83 - $68.46 $5,765 - $6,709	-98 Reduced 22.79%	332 $19,000
Q2 2022 Jul 26, 2022	BUY	$64.87 - $76.96 $8,433 - $10,004	130 Added 43.33%	430 $30,000
Q3 2021 Nov 16, 2021	SELL	$63.56 - $70.07 $12,076 - $13,313	-190 Reduced 38.78%	300 $19,000
Q2 2020 Sep 11, 2020	BUY	$51.79 - $62.83 $25,377 - $30,786	490 New	490 $28,000
Q2 2020 Aug 14, 2020	SELL	$51.79 - $62.83 $25,377 - $30,786	-490 Closed	0 $0
Q4 2019 Jan 23, 2020	SELL	$61.37 - $64.82 $6,137 - $6,481	-100 Reduced 16.95%	490 $32,000
Q2 2019 Aug 01, 2019	SELL	N/A	-200 Reduced 25.32%	590 $35,000
Q4 2018 Feb 11, 2019	BUY	N/A	790 New	790 $42,000

Others Institutions Holding XLU

# of Institutions

1,480

Shares Held

163M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Fin Trust Capital Advisors, LLC Utilities Sector Spdr Transaction History