Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$58.83 - $68.46 $45,475 - $52,919
773 Added 6.04%
13,571 $799,000
Q2 2023

Jul 17, 2023

BUY
$64.34 - $69.97 $21,489 - $23,369
334 Added 2.68%
12,798 $837,000
Q1 2023

May 04, 2023

BUY
$63.7 - $72.08 $23,123 - $26,165
363 Added 3.0%
12,464 $843,000
Q4 2022

Feb 01, 2023

BUY
$61.52 - $72.67 $744,453 - $879,379
12,101 New
12,101 $853,000
Q2 2020

Aug 04, 2020

SELL
$51.79 - $62.83 $282,307 - $342,486
-5,451 Closed
0 $0
Q1 2020

May 01, 2020

BUY
$44.93 - $70.98 $216,742 - $342,407
4,824 Added 769.38%
5,451 $302,000
Q4 2019

Feb 07, 2020

BUY
$61.37 - $64.82 $38,478 - $40,642
627 New
627 $40,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Great Diamond Partners, LLC Portfolio

Follow Great Diamond Partners, 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 Great Diamond Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Diamond Partners, LLC with notifications on news.