Hcr Wealth Advisors Utilities Sector Spdr Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 48,412 shares of XLU stock, worth $3.3 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
48,412
Previous 48,784 0.76%
Holding current value
$3.3 Million
Previous $3.09 Million 2.88%
% of portfolio
0.48%
Previous 0.49%

Shares

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

May 10, 2024
SELL
$59.95 - $65.65 $22,301 - $24,421
-372 Reduced 0.76%
48,412 $3.18 Million
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $460,926 - $541,069
8,203 Added 20.21%
48,784 $3.09 Million
Q3 2023

Oct 20, 2023
SELL
$58.83 - $68.46 $413,398 - $481,068
-7,027 Reduced 14.76%
40,581 $2.39 Million
Q2 2023

Aug 09, 2023
SELL
$64.34 - $69.97 $80,875 - $87,952
-1,257 Reduced 2.57%
47,608 $3.12 Million
Q1 2023

May 12, 2023
SELL
$63.7 - $72.08 $40,003 - $45,266
-628 Reduced 1.27%
48,865 $3.31 Million
Q4 2022

Feb 13, 2023
BUY
$65.75 - $72.67 $1,315 - $1,453
20 Added 0.04%
49,493 $3.49 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-3,389 Reduced 6.41%
49,473 $3.24 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-622 Reduced 1.16%
52,862 $3.71 Million
Q1 2022

May 05, 2022
BUY
N/A
2,086 Added 4.06%
53,484 $3.98 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-105 Reduced 0.2%
51,398 $3.68 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-4 Reduced 0.01%
51,503 $3.29 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-1,165 Reduced 2.21%
51,507 $3.26 Million
Q1 2021

May 13, 2021
SELL
N/A
-3,479 Reduced 6.2%
52,672 $3.37 Million
Q4 2020

Feb 04, 2021
BUY
N/A
599 Added 1.08%
56,151 $3.52 Million
Q3 2020

Nov 05, 2020
BUY
N/A
6,281 Added 12.75%
55,552 $3.31 Million
Q2 2020

Jul 30, 2020
SELL
N/A
-2,247 Reduced 4.36%
49,271 $2.84 Million
Q1 2020

May 08, 2020
SELL
N/A
-716 Reduced 1.37%
51,518 $2.86 Million
Q4 2019

Feb 07, 2020
BUY
N/A
2,525 Added 5.08%
52,234 $3.38 Million
Q3 2019

Nov 07, 2019
BUY
N/A
5,337 Added 12.03%
49,709 $3.22 Million
Q2 2019

Jul 25, 2019
BUY
N/A
3,054 Added 7.39%
44,372 $2.65 Million
Q1 2019

May 10, 2019
BUY
N/A
881 Added 2.18%
41,318 $2.4 Million
Q4 2018

Jan 31, 2019
BUY
N/A
4,214 Added 11.63%
40,437 $2.14 Million
Q3 2018

Nov 09, 2018
BUY
N/A
100 Added 0.28%
36,223 $1.95 Million
Q1 2018

May 15, 2018
SELL
N/A
-1,025 Reduced 2.76%
36,123 $1.83 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-2,115 Reduced 5.39%
37,148 $1.96 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-200 Reduced 0.51%
39,263 $2.08 Million
Q2 2017

Aug 16, 2017
BUY
N/A
39,463
39,463 $2.05 Million

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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