A detailed history of Gen Trust, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gen Trust, LLC holds 31,428 shares of XLU stock, worth $2.48 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
31,428
Holding current value
$2.48 Million
% of portfolio
0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$74.7 - $80.27 $2.35 Million - $2.52 Million
31,428 New
31,428 $2.48 Million
Q4 2019

Jan 21, 2020

SELL
$61.37 - $64.82 $1.25 Million - $1.32 Million
-20,335 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
$62.5 - $64.93 $119,687 - $124,340
1,915 Added 10.4%
20,335 $1.32 Million
Q2 2019

Aug 02, 2019

BUY
N/A
6,650 Added 56.5%
18,420 $1.1 Million
Q1 2019

May 06, 2019

BUY
N/A
11,770 New
11,770 $687,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Gen Trust, LLC Portfolio

Follow Gen Trust, 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 Gen Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gen Trust, LLC with notifications on news.