Grimes & Company, Inc. Utilities Sector Spdr Transaction History

Grimes & Company, Inc.

$3.43 Billion
Q4 2024

A detailed history of Grimes & Company, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Grimes & Company, Inc. holds 6,145 shares of XLU stock, worth $486,991. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,145

Previous 6,107 0.62%

Holding current value

$486,991

Previous $493,000 5.68%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$74.89 - $82.93 $2,845 - $3,151	38 Added 0.62%	6,145 $465,000
Q3 2024 Oct 22, 2024	BUY	$67.67 - $80.78 $22,534 - $26,899	333 Added 5.77%	6,107 $493,000
Q2 2024 Jul 22, 2024	BUY	$62.77 - $72.87 $2,196 - $2,550	35 Added 0.61%	5,774 $393,000
Q1 2024 Apr 17, 2024	BUY	$59.95 - $65.65 $2,218 - $2,429	37 Added 0.65%	5,739 $376,000
Q4 2023 Jan 24, 2024	BUY	$56.19 - $65.96 $2,303 - $2,704	41 Added 0.72%	5,702 $361,000
Q3 2023 Oct 19, 2023	BUY	$58.83 - $68.46 $2,059 - $2,396	35 Added 0.62%	5,661 $333,000
Q1 2023 Apr 20, 2023	SELL	$63.7 - $72.08 $22,167 - $25,083	-348 Reduced 5.83%	5,626 $380,000
Q4 2022 Jan 25, 2023	BUY	$61.52 - $72.67 $6,521 - $7,703	106 Added 1.81%	5,974 $0
Q3 2022 Oct 28, 2022	BUY	$65.51 - $78.12 $15,853 - $18,905	242 Added 4.3%	5,868 $384,000
Q1 2021 May 12, 2021	BUY	$58.36 - $64.15 $328,333 - $360,907	5,626 New	5,626 $360,000

Others Institutions Holding XLU

# of Institutions

1,524

Shares Held

154M

Call Options Held

14.7M

Put Options Held

40.3M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Grimes & Company, Inc. Utilities Sector Spdr Transaction History