A detailed history of Institute For Wealth Management, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,009 shares of XLU stock, worth $317,833. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,009
Previous 4,169 3.84%
Holding current value
$317,833
Previous $273,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$62.77 - $72.87 $10,043 - $11,659
-160 Reduced 3.84%
4,009 $273,000
Q4 2023

Jan 31, 2024

SELL
$56.19 - $65.96 $7,810 - $9,168
-139 Reduced 3.23%
4,169 $264,000
Q3 2023

Oct 13, 2023

SELL
$58.83 - $68.46 $1,706 - $1,985
-29 Reduced 0.67%
4,308 $253,000
Q1 2023

Apr 20, 2023

SELL
$63.7 - $72.08 $1,019 - $1,153
-16 Reduced 0.37%
4,337 $293,000
Q4 2022

Feb 02, 2023

BUY
$61.52 - $72.67 $6,213 - $7,339
101 Added 2.38%
4,353 $306,000
Q3 2022

Oct 18, 2022

SELL
$65.51 - $78.12 $19,653 - $23,436
-300 Reduced 6.59%
4,252 $279,000
Q2 2022

Jul 25, 2022

SELL
$64.87 - $76.96 $5,578 - $6,618
-86 Reduced 1.85%
4,552 $319,000
Q1 2022

Apr 29, 2022

SELL
$65.03 - $74.54 $20,614 - $23,629
-317 Reduced 6.4%
4,638 $345,000
Q4 2021

Jan 21, 2022

SELL
$63.88 - $71.58 $82,596 - $92,552
-1,293 Reduced 20.69%
4,955 $355,000
Q3 2021

Nov 15, 2021

SELL
$63.56 - $70.07 $3,050 - $3,363
-48 Reduced 0.76%
6,248 $399,000
Q2 2021

Jul 21, 2021

BUY
$63.23 - $67.72 $9,168 - $9,819
145 Added 2.36%
6,296 $398,000
Q1 2021

May 04, 2021

SELL
$58.36 - $64.15 $32,273 - $35,474
-553 Reduced 8.25%
6,151 $394,000
Q4 2020

Feb 01, 2021

SELL
$59.98 - $66.76 $154,448 - $171,907
-2,575 Reduced 27.75%
6,704 $420,000
Q3 2020

Nov 03, 2020

BUY
$56.7 - $61.49 $30,901 - $33,512
545 Added 6.24%
9,279 $551,000
Q2 2020

Jul 30, 2020

SELL
$51.79 - $62.83 $54,534 - $66,159
-1,053 Reduced 10.76%
8,734 $493,000
Q1 2020

Apr 29, 2020

SELL
$44.93 - $70.98 $36,528 - $57,706
-813 Reduced 7.67%
9,787 $542,000
Q4 2019

Feb 27, 2020

BUY
$61.37 - $64.82 $608,483 - $642,690
9,915 Added 1447.45%
10,600 $685,000
Q4 2019

Jan 27, 2020

SELL
$61.37 - $64.82 $707,841 - $747,633
-11,534 Reduced 94.39%
685 $685,000
Q3 2019

Oct 28, 2019

SELL
$62.5 - $64.93 $112,687 - $117,068
-1,803 Reduced 12.86%
12,219 $791,000
Q2 2019

Aug 02, 2019

BUY
N/A
555 Added 4.12%
14,022 $836,000
Q1 2019

May 15, 2019

SELL
N/A
-4,146 Reduced 23.54%
13,467 $783,000
Q4 2018

Feb 08, 2019

BUY
N/A
17,613 New
17,613 $932,000
Q1 2018

May 15, 2018

SELL
N/A
-6,639 Closed
0 $0
Q4 2017

Feb 12, 2018

SELL
N/A
-171 Reduced 2.51%
6,639 $350,000
Q3 2017

Nov 14, 2017

SELL
N/A
-151 Reduced 2.17%
6,810 $361,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,961
6,961 $361,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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More about XLU
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