Householder Group Estate & Retirement Specialist, LLC Utilities Sector Spdr Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 7,167 shares of XLU stock, worth $575,295. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,167
Previous 7,888 9.14%
Holding current value
$575,295
Previous $637,000 14.91%
% of portfolio
0.41%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$74.89 - $82.93 $53,995 - $59,792
-721 Reduced 9.14%
7,167 $542,000
Q3 2024

Oct 18, 2024
SELL
$67.67 - $80.78 $238,739 - $284,991
-3,528 Reduced 30.9%
7,888 $637,000
Q2 2024

Jul 17, 2024
BUY
$62.77 - $72.87 $454,705 - $527,870
7,244 Added 173.63%
11,416 $777,000
Q1 2024

May 03, 2024
SELL
$59.95 - $65.65 $6,594 - $7,221
-110 Reduced 2.57%
4,172 $273,000
Q4 2023

Jan 23, 2024
SELL
$56.19 - $65.96 $184,865 - $217,008
-3,290 Reduced 43.45%
4,282 $271,000
Q3 2023

Oct 10, 2023
BUY
$58.83 - $68.46 $102,128 - $118,846
1,736 Added 29.75%
7,572 $446,000
Q1 2023

Apr 13, 2023
BUY
$63.7 - $72.08 $371,753 - $420,658
5,836 New
5,836 $395,000
Q3 2022

Oct 11, 2022
BUY
$65.51 - $78.12 $113,332 - $135,147
1,730 Added 38.98%
6,168 $404,000
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $9,146 - $10,851
141 Added 3.28%
4,438 $311,000
Q1 2022

Apr 18, 2022
SELL
$65.03 - $74.54 $2,211 - $2,534
-34 Reduced 0.79%
4,297 $320,000
Q4 2021

Apr 12, 2022
BUY
$63.88 - $71.58 $276,664 - $310,012
4,331 New
4,331 $310,000

Others Institutions Holding XLU

# of Institutions
1,544
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email