Grimes & Company, Inc. Utilities Sector Spdr Transaction History

Grimes & Company, Inc.

$3.22 Billion
Q1 2024

A detailed history of Grimes & Company, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Grimes & Company, Inc. holds 5,739 shares of XLU stock, worth $393,810. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,739

Previous 5,702 0.65%

Holding current value

$393,810

Previous $361,000 4.16%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.75 - $72.67 $6,969 - $7,703	106 Added 1.81%	5,974 $0

Q3 2022 Oct 28, 2022	BUY	N/A	242 Added 4.3%	5,868 $384,000
Q1 2021 May 12, 2021	BUY	N/A	5,626 New	5,626 $360,000

Others Institutions Holding XLU

# of Institutions

1,252

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Industry ETFs

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Grimes & Company, Inc. Utilities Sector Spdr Transaction History