A detailed history of Lex Aurum Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 5,368 shares of XLU stock, worth $425,575. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,368
Previous 4,768 12.58%
Holding current value
$425,575
Previous $324,000 33.64%
% of portfolio
0.1%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$67.67 - $80.78 $40,602 - $48,468
600 Added 12.58%
5,368 $433,000
Q2 2024

Jul 15, 2024

BUY
$62.77 - $72.87 $8,662 - $10,056
138 Added 2.98%
4,768 $324,000
Q1 2024

Apr 10, 2024

SELL
$59.95 - $65.65 $1,199 - $1,313
-20 Reduced 0.43%
4,630 $303,000
Q4 2023

Jan 10, 2024

BUY
$56.19 - $65.96 $1,123 - $1,319
20 Added 0.43%
4,650 $294,000
Q3 2023

Oct 16, 2023

SELL
$58.83 - $68.46 $12,530 - $14,581
-213 Reduced 4.4%
4,630 $272,000
Q2 2023

Jul 25, 2023

BUY
$64.34 - $69.97 $93,293 - $101,456
1,450 Added 42.74%
4,843 $316,000
Q1 2023

Apr 11, 2023

BUY
$63.7 - $72.08 $216,134 - $244,567
3,393 New
3,393 $229,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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