Kestra Private Wealth Services, LLC Utilities Sector Spdr Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 46,113 shares of XLU stock, worth $3.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
46,113
Previous 45,652 1.01%
Holding current value
$3.78 Million
Previous $3.46 Million 5.24%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 05, 2025
BUY
$74.7 - $80.27 $34,436 - $37,004
461 Added 1.01%
46,113 $3.64 Million
Q4 2024

Jan 28, 2025
SELL
$74.89 - $82.93 $43,061 - $47,684
-575 Reduced 1.24%
45,652 $3.46 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $36,203 - $43,217
535 Added 1.17%
46,227 $3.73 Million
Q2 2024

Aug 12, 2024
SELL
$62.77 - $72.87 $109,031 - $126,575
-1,737 Reduced 3.66%
45,692 $3.11 Million
Q1 2024

May 02, 2024
SELL
$59.95 - $65.65 $145,378 - $159,201
-2,425 Reduced 4.86%
47,429 $3.11 Million
Q4 2023

Feb 05, 2024
BUY
$56.19 - $65.96 $789,638 - $926,935
14,053 Added 39.25%
49,854 $3.16 Million
Q3 2023

Nov 07, 2023
BUY
$58.83 - $68.46 $168,253 - $195,795
2,860 Added 8.68%
35,801 $2.11 Million
Q2 2023

Aug 08, 2023
BUY
$64.34 - $69.97 $13,447 - $14,623
209 Added 0.64%
32,941 $2.16 Million
Q1 2023

May 12, 2023
BUY
$63.7 - $72.08 $396,277 - $448,409
6,221 Added 23.47%
32,732 $2.22 Million
Q4 2022

Jan 31, 2023
SELL
$61.52 - $72.67 $79,176 - $93,526
-1,287 Reduced 4.63%
26,511 $1.87 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $10,416 - $12,421
159 Added 0.58%
27,798 $1.82 Million
Q2 2022

Aug 12, 2022
SELL
$64.87 - $76.96 $770,266 - $913,823
-11,874 Reduced 30.05%
27,639 $1.94 Million
Q1 2022

May 26, 2022
SELL
$65.03 - $74.54 $8,974 - $10,286
-138 Reduced 0.35%
39,513 $0
Q4 2021

Jan 21, 2022
BUY
$63.88 - $71.58 $389,348 - $436,280
6,095 Added 18.16%
39,651 $0
Q3 2021

Oct 21, 2021
BUY
$63.56 - $70.07 $129,789 - $143,082
2,042 Added 6.48%
33,556 $0
Q2 2021

Jul 30, 2021
SELL
$63.23 - $67.72 $192,788 - $206,478
-3,049 Reduced 8.82%
31,514 $0
Q1 2021

May 11, 2021
SELL
$58.36 - $64.15 $1.98 Million - $2.18 Million
-33,961 Reduced 49.56%
34,563 $0
Q4 2020

Jan 21, 2021
BUY
$59.98 - $66.76 $1.61 Million - $1.8 Million
26,902 Added 64.63%
68,524 $4.23 Billion
Q3 2020

Nov 09, 2020
BUY
$56.7 - $61.49 $2.36 Million - $2.56 Million
41,622 New
41,622 $0

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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