Horizon Financial Services, LLC Utilities Sector Spdr Transaction History

Horizon Financial Services, LLC

$179 Million
Q1 2025

A detailed history of Horizon Financial Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Horizon Financial Services, LLC holds 9,652 shares of XLU stock, worth $820,902. This represents 0.43% of its overall portfolio holdings.

Number of Shares

9,652

Previous 761,052 98.73%

Holding current value

$820,902

Previous $9.65 Million 92.12%

% of portfolio

0.43%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$74.7 - $80.27 $56.1 Million - $60.3 Million	-751,400 Reduced 98.73%	9,652 $761,000
Q1 2025 Apr 28, 2025	BUY	$74.7 - $80.27 $56.1 Million - $60.3 Million	751,381 Added 7769.42%	761,052 $9.65 Million
Q4 2024 Feb 12, 2025	BUY	$74.89 - $82.93 $119,075 - $131,858	1,590 Added 19.68%	9,671 $731,000
Q3 2024 Nov 13, 2024	BUY	$67.67 - $80.78 $184,671 - $220,448	2,729 Added 50.99%	8,081 $652,000
Q2 2024 Jul 30, 2024	SELL	$62.77 - $72.87 $4,393 - $5,100	-70 Reduced 1.29%	5,352 $364,000
Q1 2024 Apr 26, 2024	BUY	$59.95 - $65.65 $83,810 - $91,778	1,398 Added 34.74%	5,422 $355,000
Q4 2023 Feb 15, 2024	BUY	$56.19 - $65.96 $20,790 - $24,405	370 Added 10.13%	4,024 $254,000
Q3 2023 Oct 25, 2023	BUY	$58.83 - $68.46 $214,964 - $250,152	3,654 New	3,654 $215,000
Q2 2022 Jul 22, 2022	SELL	$64.87 - $76.96 $4,670 - $5,541	-72 Reduced 2.13%	3,310 $232,000
Q1 2022 Apr 27, 2022	BUY	$65.03 - $74.54 $101,251 - $116,058	1,557 Added 85.32%	3,382 $252,000
Q4 2021 Jan 31, 2022	BUY	$63.88 - $71.58 $27,085 - $30,349	424 Added 30.26%	1,825 $0
Q3 2021 Oct 22, 2021	BUY	$63.56 - $70.07 $18,559 - $20,460	292 Added 26.33%	1,401 $89,000
Q2 2021 Jul 22, 2021	BUY	$63.23 - $67.72 $70,122 - $75,101	1,109 New	1,109 $70,000

Others Institutions Holding XLU

# of Institutions

1,583

Shares Held

149M

Call Options Held

13.2M

Put Options Held

37.8M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Horizon Financial Services, LLC Utilities Sector Spdr Transaction History