A detailed history of Investment Partners, Ltd. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Investment Partners, Ltd. holds 39,116 shares of XLU stock, worth $2.72 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
39,116
Previous 40,125 2.51%
Holding current value
$2.72 Million
Previous $2.54 Million 1.02%
% of portfolio
1.17%
Previous 1.25%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$59.95 - $65.65 $60,489 - $66,240
-1,009 Reduced 2.51%
39,116 $2.57 Million
Q4 2023

Feb 02, 2024

SELL
$56.19 - $65.96 $5,956 - $6,991
-106 Reduced 0.26%
40,125 $2.54 Million
Q4 2022

Jan 17, 2023

SELL
$65.75 - $72.67 $1.31 Million - $1.45 Million
-19,888 Reduced 33.08%
40,231 $0
Q3 2022

Oct 21, 2022

BUY
N/A
20,328 Added 51.09%
60,119 $3.94 Million
Q2 2022

Aug 05, 2022

BUY
N/A
2,200 Added 5.85%
39,791 $2.79 Million
Q3 2021

Oct 13, 2021

BUY
N/A
800 Added 2.17%
37,591 $2.4 Million
Q2 2021

Jul 15, 2021

BUY
N/A
115 Added 0.31%
36,791 $2.33 Million
Q1 2021

May 06, 2021

SELL
N/A
-100 Reduced 0.27%
36,676 $2.35 Million
Q4 2020

Jan 19, 2021

BUY
N/A
900 Added 2.51%
36,776 $2.31 Million
Q3 2020

Nov 09, 2020

BUY
N/A
100 Added 0.28%
35,876 $2.13 Million
Q2 2020

Aug 06, 2020

SELL
N/A
-1,185 Reduced 3.21%
35,776 $2.02 Million
Q1 2020

Apr 29, 2020

BUY
N/A
3,235 Added 9.59%
36,961 $2.05 Million
Q4 2019

Jan 31, 2020

SELL
N/A
-3,243 Reduced 8.77%
33,726 $2.18 Million
Q3 2019

Oct 17, 2019

BUY
N/A
6 Added 0.02%
36,969 $2.39 Million
Q2 2019

Jul 30, 2019

SELL
N/A
-433 Reduced 1.16%
36,963 $2.2 Million
Q1 2019

May 03, 2019

BUY
N/A
100 Added 0.27%
37,396 $2.18 Million
Q4 2018

Jan 15, 2019

BUY
N/A
3,428 Added 10.12%
37,296 $1.97 Million
Q4 2017

Jan 31, 2018

SELL
N/A
-9,000 Reduced 20.99%
33,868 $1.78 Million
Q3 2017

Oct 30, 2017

BUY
N/A
42,868
42,868 $2.27 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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