Hcr Wealth Advisors Utilities Sector Spdr Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 50,149 shares of XLU stock, worth $4.08 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

50,149

Previous 48,894 2.57%

Holding current value

$4.08 Million

Previous $3.33 Million 21.62%

% of portfolio

0.54%

Previous 0.48%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$67.67 - $80.78 $84,925 - $101,378	1,255 Added 2.57%	50,149 $4.05 Million
Q2 2024 Aug 06, 2024	BUY	$62.77 - $72.87 $30,255 - $35,123	482 Added 1.0%	48,894 $3.33 Million
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	$61.52 - $72.67 $1,230 - $1,453	20 Added 0.04%	49,493 $3.49 Million
Q3 2022 Nov 07, 2022	SELL	$65.51 - $78.12 $222,013 - $264,748	-3,389 Reduced 6.41%	49,473 $3.24 Million
Q2 2022 Aug 12, 2022	SELL	$64.87 - $76.96 $40,349 - $47,869	-622 Reduced 1.16%	52,862 $3.71 Million
Q1 2022 May 05, 2022	BUY	$65.03 - $74.54 $135,652 - $155,490	2,086 Added 4.06%	53,484 $3.98 Million
Q4 2021 Feb 04, 2022	SELL	$63.88 - $71.58 $6,707 - $7,515	-105 Reduced 0.2%	51,398 $3.68 Million
Q3 2021 Nov 02, 2021	SELL	$63.56 - $70.07 $254 - $280	-4 Reduced 0.01%	51,503 $3.29 Million
Q2 2021 Jul 21, 2021	SELL	$63.23 - $67.72 $73,662 - $78,893	-1,165 Reduced 2.21%	51,507 $3.26 Million
Q1 2021 May 13, 2021	SELL	$58.36 - $64.15 $203,034 - $223,177	-3,479 Reduced 6.2%	52,672 $3.37 Million
Q4 2020 Feb 04, 2021	BUY	$59.98 - $66.76 $35,928 - $39,989	599 Added 1.08%	56,151 $3.52 Million
Q3 2020 Nov 05, 2020	BUY	$56.7 - $61.49 $356,132 - $386,218	6,281 Added 12.75%	55,552 $3.31 Million
Q2 2020 Jul 30, 2020	SELL	$51.79 - $62.83 $116,372 - $141,179	-2,247 Reduced 4.36%	49,271 $2.84 Million
Q1 2020 May 08, 2020	SELL	$44.93 - $70.98 $32,169 - $50,821	-716 Reduced 1.37%	51,518 $2.86 Million
Q4 2019 Feb 07, 2020	BUY	$61.37 - $64.82 $154,959 - $163,670	2,525 Added 5.08%	52,234 $3.38 Million
Q3 2019 Nov 07, 2019	BUY	$62.5 - $64.93 $333,562 - $346,531	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

1,484

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

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Hcr Wealth Advisors Utilities Sector Spdr Transaction History