Keebeck Wealth Management, LLC Utilities Sector Spdr Transaction History

Keebeck Wealth Management, LLC

  • $671 Million
  • Q2 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 7,759 shares of XLU stock, worth $615,133. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,759
Previous 9,091 14.65%
Holding current value
$615,133
Previous $596,000 11.41%
% of portfolio
0.08%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $83,609 - $97,062
-1,332 Reduced 14.65%
7,759 $528,000
Q1 2024

May 14, 2024
SELL
$59.95 - $65.65 $12,289 - $13,458
-205 Reduced 2.21%
9,091 $596,000
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $98,332 - $115,429
-1,750 Reduced 15.84%
9,296 $588,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $19,194 - $22,673
312 Added 2.91%
11,046 $778,000
Q3 2022

Nov 14, 2022
SELL
$65.51 - $78.12 $202,425 - $241,390
-3,090 Reduced 22.35%
10,734 $703,000
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $214,395 - $254,352
3,305 Added 31.42%
13,824 $969,000
Q1 2022

May 16, 2022
SELL
$65.03 - $74.54 $41,814 - $47,929
-643 Reduced 5.76%
10,519 $783,000
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $28,171 - $31,566
441 Added 4.11%
11,162 $799,000
Q3 2021

Nov 16, 2021
BUY
$63.56 - $70.07 $24,597 - $27,117
387 Added 3.74%
10,721 $685,000
Q2 2021

Aug 16, 2021
BUY
$63.23 - $67.72 $56,527 - $60,541
894 Added 9.47%
10,334 $653,000
Q4 2020

Feb 16, 2021
SELL
$59.98 - $66.76 $8,637 - $9,613
-144 Reduced 1.5%
9,440 $592,000
Q3 2020

Nov 02, 2020
BUY
$56.7 - $61.49 $12,644 - $13,712
223 Added 2.38%
9,584 $569,000
Q2 2020

Aug 06, 2020
SELL
$51.79 - $62.83 $12,326 - $14,953
-238 Reduced 2.48%
9,361 $528,000
Q1 2020

May 14, 2020
SELL
$44.93 - $70.98 $64,204 - $101,430
-1,429 Reduced 12.96%
9,599 $531,000
Q4 2019

Feb 14, 2020
BUY
$61.37 - $64.82 $676,788 - $714,834
11,028 New
11,028 $712,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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