A detailed history of Gyl Financial Synergies, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 6,783 shares of XLU stock, worth $537,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,783
Previous 3,115 117.75%
Holding current value
$537,756
Previous $204,000 126.47%
% of portfolio
0.04%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$62.77 - $72.87 $230,240 - $267,287
3,668 Added 117.75%
6,783 $462,000
Q1 2024

May 14, 2024

BUY
$59.95 - $65.65 $186,744 - $204,499
3,115 New
3,115 $204,000
Q3 2023

Nov 06, 2023

BUY
$58.83 - $68.46 $4,471 - $5,202
76 Added 2.19%
3,544 $208,000
Q1 2023

May 15, 2023

BUY
$63.7 - $72.08 $4,522 - $5,117
71 Added 2.09%
3,468 $234,000
Q4 2022

Feb 06, 2023

SELL
$61.52 - $72.67 $29,529 - $34,881
-480 Reduced 12.38%
3,397 $239,000
Q2 2022

Aug 01, 2022

BUY
$64.87 - $76.96 $251,500 - $298,373
3,877 New
3,877 $272,000
Q1 2022

May 05, 2022

SELL
$65.03 - $74.54 $192,423 - $220,563
-2,959 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$63.88 - $71.58 $189,020 - $211,805
2,959 New
2,959 $212,000
Q1 2021

May 04, 2021

SELL
$58.36 - $64.15 $509,366 - $559,901
-8,728 Closed
0 $0
Q4 2020

Feb 02, 2021

SELL
$59.98 - $66.76 $1,079 - $1,201
-18 Reduced 0.21%
8,728 $547,000
Q3 2020

Nov 06, 2020

SELL
$56.7 - $61.49 $2,664 - $2,890
-47 Reduced 0.53%
8,746 $519,000
Q2 2020

Aug 04, 2020

BUY
$51.79 - $62.83 $24,962 - $30,284
482 Added 5.8%
8,793 $496,000
Q1 2020

May 05, 2020

BUY
$44.93 - $70.98 $31,945 - $50,466
711 Added 9.36%
8,311 $460,000
Q4 2019

Feb 06, 2020

BUY
$61.37 - $64.82 $58,178 - $61,449
948 Added 14.25%
7,600 $491,000
Q3 2019

Nov 12, 2019

BUY
$62.5 - $64.93 $23,375 - $24,283
374 Added 5.96%
6,652 $431,000
Q2 2019

Aug 09, 2019

SELL
N/A
-37 Reduced 0.59%
6,278 $374,000
Q1 2019

May 21, 2019

SELL
N/A
-7,307 Reduced 53.64%
6,315 $367,000
Q1 2019

May 14, 2019

BUY
N/A
7,317 Added 116.05%
13,622 $792,000
Q4 2018

Feb 14, 2019

BUY
N/A
6,305 New
6,305 $334,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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