A detailed history of Grimes & Company, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Grimes & Company, Inc. holds 6,107 shares of XLU stock, worth $506,270. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,107
Previous 5,774 5.77%
Holding current value
$506,270
Previous $393,000 25.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About UTILITIES SECTOR SPDR


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