Investment House LLC Utilities Sector Spdr Transaction History

Investment House LLC

$1.81 Billion
Q4 2024

A detailed history of Investment House LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Investment House LLC holds 10,700 shares of XLU stock, worth $827,003. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,700

Previous 10,700 -0.0%

Holding current value

$827,003

Previous $864,000 6.37%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$67.67 - $80.78 $10,150 - $12,117	-150 Reduced 1.38%	10,700 $864,000
Q2 2024 Jul 22, 2024	BUY	$62.77 - $72.87 $37,662 - $43,722	600 Added 5.85%	10,850 $739,000
Q1 2024 May 02, 2024	BUY	$59.95 - $65.65 $29,975 - $32,825	500 Added 5.13%	10,250 $672,000
Q4 2023 Feb 05, 2024	SELL	$56.19 - $65.96 $171,267 - $201,046	-3,048 Reduced 23.82%	9,750 $617,000
Q3 2023 Nov 09, 2023	SELL	$58.83 - $68.46 $11,883 - $13,828	-202 Reduced 1.55%	12,798 $754,000
Q2 2023 Aug 08, 2023	BUY	$64.34 - $69.97 $193,020 - $209,910	3,000 Added 30.0%	13,000 $850,000
Q1 2023 May 09, 2023	BUY	$63.7 - $72.08 $191,100 - $216,240	3,000 Added 42.86%	10,000 $676,000
Q4 2022 Feb 07, 2023	BUY	$61.52 - $72.67 $50,754 - $59,952	825 Added 13.36%	7,000 $493,000
Q3 2022 Oct 31, 2022	BUY	$65.51 - $78.12 $404,524 - $482,391	6,175 New	6,175 $405,000

Others Institutions Holding XLU

# of Institutions

1,548

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment House LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment House LLC with notifications on news.

Account

Investment House LLC Utilities Sector Spdr Transaction History