Imz Advisory Inc Utilities Sector Spdr Transaction History

Imz Advisory Inc

$219 Billion
Q4 2024

A detailed history of Imz Advisory Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Imz Advisory Inc holds 54,944 shares of XLU stock, worth $4.28 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

54,944

Previous 43,398 26.6%

Holding current value

$4.28 Million

Previous $3.53 Billion 17.85%

% of portfolio

1.9%

Previous 1.63%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$74.89 - $82.93 $864,679 - $957,509	11,546 Added 26.6%	54,944 $4.16 Billion
Q3 2024 Oct 07, 2024	BUY	$67.67 - $80.78 $829,972 - $990,766	12,265 Added 39.4%	43,398 $3.53 Billion
Q2 2024 Jul 12, 2024	SELL	$62.77 - $72.87 $1.11 Million - $1.29 Million	-17,660 Reduced 36.19%	31,133 $2.12 Billion
Q1 2024 Apr 15, 2024	SELL	$59.95 - $65.65 $85,129 - $93,223	-1,420 Reduced 2.83%	48,793 $3.2 Billion
Q4 2023 Apr 02, 2024	BUY	$56.19 - $65.96 $2.82 Million - $3.31 Million	50,213 New	50,213 $3.07 Billion

Others Institutions Holding XLU

# of Institutions

1,487

Shares Held

158M

Call Options Held

13.2M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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