A detailed history of Gps Wealth Strategies Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 57,160 shares of XLU stock, worth $4.37 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
57,160
Previous 1,457 3823.13%
Holding current value
$4.37 Million
Previous $99,000 4563.64%
% of portfolio
0.64%
Previous 0.02%

Shares

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

Oct 29, 2024

BUY
$67.67 - $80.78 $3.77 Million - $4.5 Million
55,703 Added 3823.13%
57,160 $4.62 Million
Q2 2024

Jul 16, 2024

BUY
$62.77 - $72.87 $6,277 - $7,287
100 Added 7.37%
1,457 $99,000
Q4 2023

Jan 12, 2024

SELL
$56.19 - $65.96 $15,452 - $18,139
-275 Reduced 16.85%
1,357 $85,000
Q2 2023

Jul 17, 2023

SELL
$64.34 - $69.97 $10,294 - $11,195
-160 Reduced 8.93%
1,632 $106,000
Q1 2023

Apr 17, 2023

BUY
$63.7 - $72.08 $114,150 - $129,167
1,792 New
1,792 $121,000
Q2 2022

Jul 19, 2022

BUY
$64.87 - $76.96 $17,839 - $21,164
275 Added 20.61%
1,609 $113,000
Q3 2021

Oct 20, 2021

SELL
$63.56 - $70.07 $13,347 - $14,714
-210 Reduced 13.6%
1,334 $85,000
Q2 2021

Jul 19, 2021

BUY
$63.23 - $67.72 $505 - $541
8 Added 0.52%
1,544 $98,000
Q1 2021

Apr 15, 2021

BUY
$58.36 - $64.15 $89,640 - $98,534
1,536 New
1,536 $98,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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