Intrepid Financial Planning Group LLC Utilities Sector Spdr Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 23,736 shares of XLU stock, worth $1.93 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
23,736
Previous 23,945 0.87%
Holding current value
$1.93 Million
Previous $1.63 Million 17.54%
% of portfolio
0.83%
Previous 0.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$67.67 - $80.78 $14,143 - $16,883
-209 Reduced 0.87%
23,736 $1.92 Million
Q2 2024

Aug 12, 2024
BUY
$62.77 - $72.87 $12,365 - $14,355
197 Added 0.83%
23,945 $1.63 Million
Q1 2024

May 13, 2024
SELL
$59.95 - $65.65 $6,354 - $6,958
-106 Reduced 0.44%
23,748 $1.56 Million
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $16,407 - $19,260
-292 Reduced 1.21%
23,854 $1.51 Million
Q3 2023

Nov 03, 2023
BUY
$58.83 - $68.46 $10,059 - $11,706
171 Added 0.71%
24,146 $1.42 Million
Q2 2023

Aug 09, 2023
SELL
$64.34 - $69.97 $9,264 - $10,075
-144 Reduced 0.6%
23,975 $1.57 Million
Q1 2023

May 02, 2023
SELL
$63.7 - $72.08 $26,690 - $30,201
-419 Reduced 1.71%
24,119 $1.63 Million
Q4 2022

Feb 02, 2023
SELL
$61.52 - $72.67 $8,366 - $9,883
-136 Reduced 0.55%
24,538 $1.73 Million
Q3 2022

Nov 07, 2022
SELL
$65.51 - $78.12 $1,244 - $1,484
-19 Reduced 0.08%
24,674 $1.62 Million
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $1.6 Million - $1.9 Million
24,693 New
24,693 $1.73 Million

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC 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 Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email