Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 06, 2023

SELL
$61.52 - $72.67 $6,828 - $8,066
-111 Reduced 1.73%
6,293 $444,000
Q3 2022

Oct 31, 2022

BUY
$65.51 - $78.12 $6,747 - $8,046
103 Added 1.63%
6,404 $420,000
Q2 2022

Aug 16, 2022

SELL
$64.87 - $76.96 $24,326 - $28,859
-375 Reduced 5.62%
6,301 $442,000
Q1 2022

May 16, 2022

BUY
$65.03 - $74.54 $85,579 - $98,094
1,316 Added 24.55%
6,676 $497,000
Q4 2021

Feb 22, 2022

SELL
$63.88 - $71.58 $9,837 - $11,023
-154 Reduced 2.79%
5,360 $384,000
Q3 2021

Nov 12, 2021

BUY
$63.56 - $70.07 $23,517 - $25,925
370 Added 7.19%
5,514 $352,000
Q2 2021

Aug 20, 2021

BUY
$63.23 - $67.72 $325,255 - $348,351
5,144 New
5,144 $325,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors 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 Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.