Founders Financial Alliance, LLC Utilities Sector Spdr Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,586 shares of XLU stock, worth $129,179. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,586

Previous 1,586 -0.0%

Holding current value

$129,179

Previous $108,000 18.52%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 23, 2024	BUY	$62.77 - $72.87 $6,779 - $7,869	108 Added 7.31%	1,586 $108,000
Q1 2024 May 14, 2024	SELL	$59.95 - $65.65 $2,158 - $2,363	-36 Reduced 2.38%	1,478 $97,000
Q4 2023 Feb 09, 2024	BUY	$56.19 - $65.96 $4,270 - $5,012	76 Added 5.29%	1,514 $95,000
Q3 2023 Nov 13, 2023	SELL	$58.83 - $68.46 $23,179 - $26,973	-394 Reduced 21.51%	1,438 $84,000
Q2 2023 Aug 11, 2023	BUY	$64.34 - $69.97 $25,092 - $27,288	390 Added 27.05%	1,832 $119,000
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $4,522 - $5,117	71 Added 5.18%	1,442 $97,000
Q4 2022 Feb 15, 2023	BUY	$61.52 - $72.67 $6,028 - $7,121	98 Added 7.7%	1,371 $96,000
Q3 2022 Nov 14, 2022	SELL	$65.51 - $78.12 $589 - $703	-9 Reduced 0.7%	1,273 $83,000
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $6,032 - $7,157	93 Added 7.82%	1,282 $90,000
Q1 2022 May 12, 2022	BUY	$65.03 - $74.54 $4,617 - $5,292	71 Added 6.35%	1,189 $89,000
Q4 2021 Feb 14, 2022	SELL	$63.88 - $71.58 $41,522 - $46,527	-650 Reduced 36.76%	1,118 $80,000
Q3 2021 Nov 15, 2021	SELL	$63.56 - $70.07 $6,991 - $7,707	-110 Reduced 5.86%	1,768 $113,000
Q2 2021 Aug 02, 2021	SELL	$63.23 - $67.72 $17,704 - $18,961	-280 Reduced 12.97%	1,878 $119,000
Q1 2021 May 14, 2021	SELL	$58.36 - $64.15 $22,176 - $24,377	-380 Reduced 14.97%	2,158 $138,000
Q4 2020 Feb 04, 2021	BUY	$59.98 - $66.76 $12,295 - $13,685	205 Added 8.79%	2,538 $160,000
Q3 2020 Nov 13, 2020	BUY	$56.7 - $61.49 $132,281 - $143,456	2,333 New	2,333 $139,000

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Founders Financial Alliance, LLC Utilities Sector Spdr Transaction History