A detailed history of Innova Wealth Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Innova Wealth Partners holds 68,915 shares of XLU stock, worth $5.31 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
68,915
Holding current value
$5.31 Million
% of portfolio
3.62%

Shares

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

Jan 07, 2025

BUY
$74.89 - $82.93 $5.16 Million - $5.72 Million
68,915 New
68,915 $5.22 Million
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
$61.52 - $72.67 $3.79 Million - $4.47 Million
-61,555 Reduced 94.94%
3,280 $0
Q3 2022

Oct 18, 2022

BUY
$65.51 - $78.12 $4.25 Million - $5.06 Million
64,835 New
64,835 $4.25 Million
Q2 2022

Jul 11, 2022

SELL
$64.87 - $76.96 $4.99 Million - $5.93 Million
-76,998 Closed
0 $0
Q1 2022

Apr 18, 2022

SELL
$65.03 - $74.54 $422,239 - $483,988
-6,493 Reduced 7.78%
76,998 $5.73 Million
Q4 2021

Jan 13, 2022

BUY
$63.88 - $71.58 $214,125 - $239,936
3,352 Added 4.18%
83,491 $5.98 Million
Q3 2021

Oct 28, 2021

BUY
$63.56 - $70.07 $208,222 - $229,549
3,276 Added 4.26%
80,139 $5.12 Million
Q2 2021

Oct 28, 2021

BUY
$63.23 - $67.72 $138,789 - $148,645
2,195 Added 2.94%
76,863 $4.86 Million
Q1 2021

Oct 28, 2021

BUY
$58.36 - $64.15 $661,510 - $727,140
11,335 Added 17.9%
74,668 $4.78 Million
Q4 2020

Oct 28, 2021

BUY
$59.98 - $66.76 $3.8 Million - $4.23 Million
63,333 New
63,333 $3.97 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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