Harmony Asset Management LLC Utilities Sector Spdr Transaction History

Harmony Asset Management LLC

  • $238 Billion
  • Q1 2025

A detailed history of Harmony Asset Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Harmony Asset Management LLC holds 6,970 shares of XLU stock, worth $596,771. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,970
Previous 6,969 0.01%
Holding current value
$596,771
Previous $528 Million 4.18%
% of portfolio
0.23%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$74.7 - $80.27 $74 - $80
1 Added 0.01%
6,970 $550 Million
Q4 2024

Feb 14, 2025
BUY
$74.89 - $82.93 $76,088 - $84,256
1,016 Added 17.07%
6,969 $528 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $35,932 - $42,894
531 Added 9.79%
5,953 $481 Million
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $6,402 - $7,432
-102 Reduced 1.85%
5,422 $369 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $331,163 - $362,650
5,524 New
5,524 $363 Million

Others Institutions Holding XLU

# of Institutions
1,588
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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