Kcm Investment Advisors LLC Utilities Sector Spdr Transaction History

Kcm Investment Advisors LLC

  • $2.68 Billion
  • Q1 2024

A detailed history of Kcm Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 95,439 shares of XLU stock, worth $6.49 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
95,439
Previous 109,161 12.57%
Holding current value
$6.49 Million
Previous $6.91 Million 9.37%
% of portfolio
0.23%
Previous 0.28%

Shares

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

May 07, 2024
SELL
$59.95 - $65.65 $822,633 - $900,849
-13,722 Reduced 12.57%
95,439 $6.27 Million
Q4 2023

Feb 13, 2024
SELL
$56.19 - $65.96 $1.8 Million - $2.11 Million
-31,990 Reduced 22.66%
109,161 $6.91 Million
Q3 2023

Nov 08, 2023
BUY
$58.83 - $68.46 $1.05 Million - $1.22 Million
17,820 Added 14.45%
141,151 $8.32 Million
Q2 2023

Aug 09, 2023
BUY
$64.34 - $69.97 $822,972 - $894,986
12,791 Added 11.57%
123,331 $8.07 Million
Q1 2023

May 09, 2023
BUY
$63.7 - $72.08 $7.04 Million - $7.97 Million
110,540 New
110,540 $7.48 Million
Q4 2022

Jan 31, 2023
BUY
$65.75 - $72.67 $537,900 - $594,513
8,181 Added 8.44%
105,137 $7.41 Million
Q3 2022

Nov 10, 2022
BUY
N/A
28,396 Added 41.42%
96,956 $6.35 Million
Q2 2022

Aug 15, 2022
BUY
N/A
31,948 Added 87.26%
68,560 $4.81 Million
Q1 2022

May 13, 2022
SELL
N/A
-3,103 Reduced 7.81%
36,612 $2.73 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-12,687 Reduced 24.21%
39,715 $2.84 Million
Q3 2021

Nov 12, 2021
BUY
N/A
7,526 Added 16.77%
52,402 $3.35 Million
Q2 2021

Aug 12, 2021
BUY
N/A
263 Added 0.59%
44,876 $2.84 Million
Q1 2021

May 13, 2021
SELL
N/A
-11,967 Reduced 21.15%
44,613 $2.86 Million
Q4 2020

Feb 19, 2021
BUY
N/A
74 Added 0.13%
56,580 $3.55 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-976 Reduced 1.7%
56,506 $3.36 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-79 Reduced 0.14%
57,482 $3.24 Million
Q1 2020

Apr 27, 2020
BUY
N/A
57,561 New
57,561 $3.19 Million
Q4 2019

Feb 18, 2020
BUY
N/A
8,246 Added 5.94%
147,134 $9.51 Million
Q3 2019

Nov 15, 2019
BUY
N/A
10,166 Added 7.9%
138,888 $8.99 Million
Q2 2019

Aug 14, 2019
BUY
N/A
30,815 Added 31.47%
128,722 $7.68 Million
Q1 2019

May 16, 2019
SELL
N/A
-50,850 Closed
0 $0
Q4 2018

Feb 12, 2019
BUY
N/A
14,093 Added 38.34%
50,850 $2.69 Million
Q3 2018

Nov 07, 2018
BUY
N/A
9,959 Added 37.16%
36,757 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-50,949 Reduced 65.53%
26,798 $1.39 Million
Q1 2018

May 09, 2018
SELL
N/A
-1,854 Reduced 2.33%
77,747 $3.93 Million
Q4 2017

Feb 22, 2018
BUY
N/A
17,014 Added 27.18%
79,601 $4.19 Million
Q3 2017

Nov 13, 2017
BUY
N/A
62,587
62,587 $3.32 Million

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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