Loveless Wealth Management LLC Utilities Sector Spdr Transaction History

Loveless Wealth Management LLC

$153 Million
Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 60,799 shares of XLU stock, worth $4.14 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

60,799

Previous 58,678 3.61%

Holding current value

$4.14 Million

Previous $4.37 Million 2.4%

% of portfolio

2.79%

Previous 2.47%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	N/A	2,121 Added 3.61%	60,799 $4.26 Million
Q1 2022 May 11, 2022	BUY	N/A	394 Added 0.68%	58,678 $4.37 Million
Q4 2021 Feb 14, 2022	BUY	N/A	910 Added 1.59%	58,284 $4.17 Million
Q3 2021 Nov 12, 2021	BUY	N/A	1,865 Added 3.36%	57,374 $3.67 Million
Q2 2021 Jul 28, 2021	BUY	N/A	2,405 Added 4.53%	55,509 $3.51 Million

Q1 2021 May 03, 2021	BUY	N/A	1,745 Added 3.4%	53,104 $3.4 Million
Q4 2020 Jan 27, 2021	BUY	N/A	2,045 Added 4.15%	51,359 $3.22 Million
Q3 2020 Oct 14, 2020	BUY	N/A	3,325 Added 7.23%	49,314 $2.93 Million
Q2 2020 Aug 10, 2020	BUY	N/A	2,915 Added 6.77%	45,989 $2.6 Million
Q1 2020 Apr 20, 2020	BUY	N/A	3,473 Added 8.77%	43,074 $2.39 Million
Q4 2019 Jan 23, 2020	BUY	N/A	39,601 New	39,601 $2.53 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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Loveless Wealth Management LLC Utilities Sector Spdr Transaction History