A detailed history of Hollow Brook Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hollow Brook Wealth Management LLC holds 96,354 shares of XLU stock, worth $7.36 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
96,354
Previous 96,424 0.07%
Holding current value
$7.36 Million
Previous $6.57 Million 18.46%
% of portfolio
2.33%
Previous 2.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$67.67 - $80.78 $4,736 - $5,654
-70 Reduced 0.07%
96,354 $7.78 Million
Q2 2024

Aug 13, 2024

BUY
$62.77 - $72.87 $419,742 - $487,281
6,687 Added 7.45%
96,424 $6.57 Million
Q1 2024

May 15, 2024

BUY
$59.95 - $65.65 $137,885 - $150,995
2,300 Added 2.63%
89,737 $5.89 Million
Q4 2023

Feb 05, 2024

BUY
$56.19 - $65.96 $463,286 - $543,840
8,245 Added 10.41%
87,437 $5.54 Million
Q3 2023

Nov 14, 2023

BUY
$58.83 - $68.46 $1.27 Million - $1.48 Million
21,591 Added 37.48%
79,192 $4.67 Million
Q2 2023

Aug 14, 2023

BUY
$64.34 - $69.97 $1.13 Million - $1.23 Million
17,555 Added 43.84%
57,601 $3.77 Million
Q1 2023

May 09, 2023

BUY
$63.7 - $72.08 $1.27 Million - $1.44 Million
19,944 Added 99.21%
40,046 $2.71 Million
Q4 2022

Feb 10, 2023

SELL
$61.52 - $72.67 $29,529 - $34,881
-480 Reduced 2.33%
20,102 $1.42 Million
Q3 2022

Nov 07, 2022

BUY
$65.51 - $78.12 $1.35 Million - $1.61 Million
20,582 New
20,582 $1.35 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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