Howard Capital Management Group, LLC Utilities Sector Spdr Transaction History

Howard Capital Management Group, LLC

$1.46 Billion
Q4 2024

A detailed history of Howard Capital Management Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Howard Capital Management Group, LLC holds 31,876 shares of XLU stock, worth $2.53 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

31,876

Previous 32,602 2.23%

Holding current value

$2.53 Million

Previous $2.63 Million 8.39%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$74.89 - $82.93 $54,370 - $60,207	-726 Reduced 2.23%	31,876 $2.41 Million
Q3 2024 Oct 16, 2024	BUY	$67.67 - $80.78 $815,288 - $973,237	12,048 Added 58.62%	32,602 $2.63 Million
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $215,050 - $249,652	3,426 Added 20.0%	20,554 $1.4 Million
Q1 2024 Apr 16, 2024	BUY	$59.95 - $65.65 $144,119 - $157,822	2,404 Added 16.33%	17,128 $1.12 Million
Q4 2023 Jan 16, 2024	BUY	$56.19 - $65.96 $149,409 - $175,387	2,659 Added 22.04%	14,724 $932,000
Q3 2023 Oct 16, 2023	BUY	$58.83 - $68.46 $143,015 - $166,426	2,431 Added 25.23%	12,065 $710,000
Q2 2023 Aug 16, 2023	BUY	$64.34 - $69.97 $619,851 - $674,090	9,634 New	9,634 $630,000
Q1 2023 Apr 20, 2023	BUY	$63.7 - $72.08 $305,632 - $345,839	4,798 New	4,798 $324,000

Others Institutions Holding XLU

# of Institutions

1,480

Shares Held

163M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Howard Capital Management Group, LLC Utilities Sector Spdr Transaction History