A detailed history of First Trust Investment Solutions L.P. transactions in Utilities Sector Spdr stock. As of the latest transaction made, First Trust Investment Solutions L.P. holds 10,545 shares of XLU stock, worth $858,890. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,545
Previous 13,585 22.38%
Holding current value
$858,890
Previous $926 Million 7.98%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 13, 2024

SELL
$67.67 - $80.78 $205,716 - $245,571
-3,040 Reduced 22.38%
10,545 $852 Million
Q2 2024

Aug 14, 2024

SELL
$62.77 - $72.87 $109,659 - $127,303
-1,747 Reduced 11.39%
13,585 $926 Million
Q1 2024

May 14, 2024

BUY
$59.95 - $65.65 $35,130 - $38,470
586 Added 3.97%
15,332 $1.01 Billion
Q4 2023

Feb 13, 2024

BUY
$56.19 - $65.96 $828,577 - $972,646
14,746 New
14,746 $934 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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