Founders Financial Securities LLC Utilities Sector Spdr Transaction History

Founders Financial Securities LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Founders Financial Securities LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Founders Financial Securities LLC holds 18,784 shares of XLU stock, worth $1.44 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,784
Previous 19,535 3.84%
Holding current value
$1.44 Million
Previous $1.33 Million 13.97%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 12, 2024
SELL
$67.67 - $80.78 $50,820 - $60,665
-751 Reduced 3.84%
18,784 $1.52 Million
Q2 2024

Aug 02, 2024
BUY
$62.77 - $72.87 $372,728 - $432,702
5,938 Added 43.67%
19,535 $1.33 Million
Q1 2024

Apr 17, 2024
BUY
$59.95 - $65.65 $145,438 - $159,266
2,426 Added 21.72%
13,597 $892,000
Q4 2023

Feb 06, 2024
SELL
$56.19 - $65.96 $270,667 - $317,729
-4,817 Reduced 30.13%
11,171 $707,000
Q3 2023

Oct 17, 2023
SELL
$58.83 - $68.46 $4,529 - $5,271
-77 Reduced 0.48%
15,988 $942,000
Q2 2023

Aug 11, 2023
SELL
$64.34 - $69.97 $1.15 Million - $1.25 Million
-17,835 Reduced 52.61%
16,065 $1.05 Million
Q1 2023

May 04, 2023
SELL
$63.7 - $72.08 $192,374 - $217,681
-3,020 Reduced 8.18%
33,900 $2.29 Million
Q4 2022

Feb 08, 2023
BUY
$61.52 - $72.67 $516,152 - $609,701
8,390 Added 29.41%
36,920 $2.6 Million
Q3 2022

Oct 27, 2022
BUY
$65.51 - $78.12 $235,639 - $280,997
3,597 Added 14.43%
28,530 $1.87 Million
Q2 2022

Jul 27, 2022
BUY
$64.87 - $76.96 $949,372 - $1.13 Million
14,635 Added 142.11%
24,933 $1.75 Million
Q1 2022

May 13, 2022
BUY
$65.03 - $74.54 $134,091 - $153,701
2,062 Added 25.04%
10,298 $767,000
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $152,226 - $170,575
-2,383 Reduced 22.44%
8,236 $590,000
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $444,792 - $490,349
6,998 Added 193.26%
10,619 $678,000
Q2 2021

Aug 16, 2021
BUY
$63.23 - $67.72 $228,955 - $245,214
3,621 New
3,621 $229,000
Q4 2019

Feb 11, 2020
SELL
$61.37 - $64.82 $202,643 - $214,035
-3,302 Closed
0 $0
Q3 2019

Oct 17, 2019
SELL
$62.5 - $64.93 $22,812 - $23,699
-365 Reduced 9.95%
3,302 $214,000
Q2 2019

Jul 22, 2019
BUY
N/A
3,667 New
3,667 $219,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
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
Track This Portfolio

Track Founders Financial Securities LLC Portfolio

Follow Founders Financial Securities LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Securities LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email