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 $52,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares
665
Previous 664 0.15%
Holding current value
$52,721
Previous $45,000 17.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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