Kaizen Financial Strategies Utilities Sector Spdr Transaction History

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kaizen Financial Strategies holds 3,780 shares of XLU stock, worth $293,970. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,780
Previous 3,320 13.86%
Holding current value
$293,970
Previous $251,000 17.13%
% of portfolio
0.18%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$74.7 - $80.27 $34,362 - $36,924
460 Added 13.86%
3,780 $294,000
Q4 2024

Feb 14, 2025
SELL
$74.89 - $82.93 $226,167 - $250,448
-3,020 Reduced 47.63%
3,320 $251,000
Q3 2024

Nov 04, 2024
BUY
$67.67 - $80.78 $429,027 - $512,145
6,340 New
6,340 $512,000

Others Institutions Holding XLU

# of Institutions
1,550
Shares Held
152M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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