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

H&H Retirement Design & Management Inc

$169 Million
Q3 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 51,857 shares of XLU stock, worth $3.96 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

51,857

Previous 51,600 0.5%

Holding current value

$3.96 Million

Previous $3.52 Million 19.14%

% of portfolio

2.48%

Previous 2.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$67.67 - $80.78 $17,391 - $20,760	257 Added 0.5%	51,857 $4.19 Million
Q2 2024 Jul 23, 2024	SELL	$62.77 - $72.87 $9,603 - $11,149	-153 Reduced 0.3%	51,600 $3.52 Million
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

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Account

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