Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

SELL
$56.19 - $65.96 $51,020 - $59,891
-908 Reduced 54.14%
769 $48,000
Q2 2023

Aug 10, 2023

BUY
$64.34 - $69.97 $107,898 - $117,339
1,677 New
1,677 $109,000
Q1 2022

May 17, 2022

BUY
$65.03 - $74.54 $68,866 - $78,937
1,059 Added 172.2%
1,674 $125,000
Q4 2021

Feb 15, 2022

BUY
$63.88 - $71.58 $1,916 - $2,147
30 Added 5.13%
615 $44,000
Q2 2021

Aug 11, 2021

BUY
$63.23 - $67.72 $18,020 - $19,300
285 Added 95.0%
585 $37,000
Q1 2021

May 17, 2021

SELL
$58.36 - $64.15 $1,517 - $1,667
-26 Reduced 7.98%
300 $19,000
Q3 2020

Nov 16, 2020

SELL
$56.7 - $61.49 $5,670 - $6,149
-100 Reduced 23.47%
326 $19,000
Q2 2020

Aug 12, 2020

SELL
$51.79 - $62.83 $9,684 - $11,749
-187 Reduced 30.51%
426 $24,000
Q1 2020

May 14, 2020

BUY
$44.93 - $70.98 $12,894 - $20,371
287 Added 88.04%
613 $34,000
Q3 2019

Nov 14, 2019

SELL
$62.5 - $64.93 $1,750 - $1,818
-28 Reduced 7.91%
326 $21,000
Q2 2019

Aug 20, 2019

SELL
N/A
-1,319 Reduced 78.84%
354 $21,000
Q1 2019

May 10, 2019

SELL
N/A
-4,194 Reduced 71.48%
1,673 $97,000
Q4 2018

Feb 14, 2019

BUY
N/A
5,867 New
5,867 $310,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. 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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.