H&H Retirement Design & Management Inc Utilities Sector Spdr Transaction History

H&H Retirement Design & Management Inc

  • $158 Million
  • Q1 2024

A detailed history of H&H Retirement Design & Management Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 51,753 shares of XLU stock, worth $3.55 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
51,753
Previous 59,187 12.56%
Holding current value
$3.55 Million
Previous $3.75 Million 9.36%
% of portfolio
2.16%
Previous 2.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$59.95 - $65.65 $445,668 - $488,042
-7,434 Reduced 12.56%
51,753 $3.4 Million
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $514,026 - $603,402
9,148 Added 18.28%
59,187 $3.75 Million
Q3 2023

Oct 16, 2023
SELL
$58.83 - $68.46 $8,236 - $9,584
-140 Reduced 0.28%
50,039 $2.95 Million
Q2 2023

Jul 14, 2023
SELL
$64.34 - $69.97 $53,788 - $58,494
-836 Reduced 1.64%
50,179 $3.28 Million
Q1 2023

Apr 14, 2023
BUY
$63.7 - $72.08 $3.25 Million - $3.68 Million
51,015 New
51,015 $3.45 Million

Others Institutions Holding XLU

# of Institutions
1,252
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
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More about XLU
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