Harrell Investment Partners, LLC Utilities Sector Spdr Transaction History

Harrell Investment Partners, LLC

  • $344 Billion
  • Q2 2024

A detailed history of Harrell Investment Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Harrell Investment Partners, LLC holds 47,106 shares of XLU stock, worth $3.84 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
47,106
Previous 30,756 53.16%
Holding current value
$3.84 Million
Previous $2.02 Billion 58.97%
% of portfolio
0.93%
Previous 0.6%

Shares

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

Jul 18, 2024
BUY
$62.77 - $72.87 $1.03 Million - $1.19 Million
16,350 Added 53.16%
47,106 $3.21 Billion
Q1 2024

May 10, 2024
SELL
$59.95 - $65.65 $88,546 - $96,965
-1,477 Reduced 4.58%
30,756 $2.02 Billion
Q4 2023

Jan 22, 2024
SELL
$56.19 - $65.96 $868,809 - $1.02 Million
-15,462 Reduced 32.42%
32,233 $2.04 Billion
Q3 2023

Oct 30, 2023
BUY
$58.83 - $68.46 $109,776 - $127,746
1,866 Added 4.07%
47,695 $2.68 Billion
Q2 2023

Aug 08, 2023
SELL
$64.34 - $69.97 $26,572 - $28,897
-413 Reduced 0.89%
45,829 $3 Billion
Q1 2023

May 04, 2023
SELL
$63.7 - $72.08 $184,921 - $209,248
-2,903 Reduced 5.91%
46,242 $3.13 Billion
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $246,572 - $291,261
4,008 Added 8.88%
49,145 $3.46 Billion
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $2.96 Million - $3.53 Million
45,137 New
45,137 $2.96 Million
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $1.69 Million - $2.05 Million
-32,584 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$44.93 - $70.98 $314,914 - $497,498
7,009 Added 27.41%
32,584 $1.81 Million
Q4 2019

Feb 13, 2020
BUY
$61.37 - $64.82 $1.57 Million - $1.66 Million
25,575 New
25,575 $1.65 Million

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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