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 5,953 shares of XLU stock, worth $484,871. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,953
Previous 5,422 9.79%
Holding current value
$484,871
Previous $369 Million 30.15%
% of portfolio
0.18%
Previous 0.15%

Shares

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

About UTILITIES SECTOR SPDR


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