Innova Wealth Partners Utilities Sector Spdr Transaction History

Innova Wealth Partners

$130 Million
Q2 2024

A detailed history of Innova Wealth Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Innova Wealth Partners holds 71,969 shares of XLU stock, worth $5.52 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

71,969

Previous 71,604 0.51%

Holding current value

$5.52 Million

Previous $4.7 Million 4.32%

% of portfolio

3.76%

Previous 3.75%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $22,911 - $26,597	365 Added 0.51%	71,969 $4.9 Million
Q1 2024 May 15, 2024	BUY	$59.95 - $65.65 $4.29 Million - $4.7 Million	71,604 New	71,604 $4.7 Million
Q4 2022 Jan 17, 2023	SELL	$65.75 - $72.67 $4.05 Million - $4.47 Million	-61,555 Reduced 94.94%	3,280 $0
Q3 2022 Oct 18, 2022	BUY	N/A	64,835 New	64,835 $4.25 Million
Q2 2022 Jul 11, 2022	SELL	N/A	-76,998 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	N/A	-6,493 Reduced 7.78%	76,998 $5.73 Million
Q4 2021 Jan 13, 2022	BUY	N/A	3,352 Added 4.18%	83,491 $5.98 Million
Q3 2021 Oct 28, 2021	BUY	N/A	3,276 Added 4.26%	80,139 $5.12 Million
Q2 2021 Oct 28, 2021	BUY	N/A	2,195 Added 2.94%	76,863 $4.86 Million
Q1 2021 Oct 28, 2021	BUY	N/A	11,335 Added 17.9%	74,668 $4.78 Million
Q4 2020 Oct 28, 2021	BUY	N/A	63,333 New	63,333 $3.97 Million

Others Institutions Holding XLU

# of Institutions

1,364

Shares Held

151M

Call Options Held

21.4M

Put Options Held

26.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Innova Wealth Partners Utilities Sector Spdr Transaction History