Forte Capital LLC Utilities Sector Spdr Transaction History

Forte Capital LLC

  • $840 Million
  • Q4 2024

A detailed history of Forte Capital LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forte Capital LLC holds 122,866 shares of XLU stock, worth $9.63 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
122,866
Previous 120,170 2.24%
Holding current value
$9.63 Million
Previous $9.71 Million 4.2%
% of portfolio
1.11%
Previous 1.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$74.89 - $82.93 $201,903 - $223,579
2,696 Added 2.24%
122,866 $9.3 Million
Q3 2024

Oct 31, 2024
BUY
$67.67 - $80.78 $172,220 - $205,585
2,545 Added 2.16%
120,170 $9.71 Million
Q2 2024

Aug 13, 2024
BUY
$62.77 - $72.87 $1.56 Million - $1.82 Million
24,916 Added 26.88%
117,625 $8.01 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $49,338 - $54,029
823 Added 0.9%
92,709 $6.09 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $5.16 Million - $6.06 Million
91,886 New
91,886 $5.82 Million

Others Institutions Holding XLU

# of Institutions
1,495
Shares Held
157M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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