A detailed history of Kraft, Davis & Associates, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kraft, Davis & Associates, LLC holds 22,305 shares of XLU stock, worth $1.52 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
22,305
Previous 20,198 10.43%
Holding current value
$1.52 Million
Previous $1.23 Billion 28.53%
% of portfolio
0.48%
Previous 0.37%

Shares

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

May 15, 2024

BUY
$59.95 - $65.65 $126,314 - $138,324
2,107 Added 10.43%
22,305 $1.59 Billion
Q4 2023

Jan 31, 2024

BUY
$56.19 - $65.96 $1.13 Million - $1.33 Million
20,198 New
20,198 $1.23 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Kraft, Davis & Associates, LLC Portfolio

Follow Kraft, Davis & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kraft, Davis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kraft, Davis & Associates, LLC with notifications on news.