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 $4.74 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
60,799
Previous 58,678 3.61%
Holding current value
$4.74 Million
Previous $4.37 Million 2.4%
% of portfolio
2.79%
Previous 2.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$64.87 - $76.96 $137,589 - $163,232
2,121 Added 3.61%
60,799 $4.26 Million
Q1 2022

May 11, 2022
BUY
$65.03 - $74.54 $25,621 - $29,368
394 Added 0.68%
58,678 $4.37 Million
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $58,130 - $65,137
910 Added 1.59%
58,284 $4.17 Million
Q3 2021

Nov 12, 2021
BUY
$63.56 - $70.07 $118,539 - $130,680
1,865 Added 3.36%
57,374 $3.67 Million
Q2 2021

Jul 28, 2021
BUY
$63.23 - $67.72 $152,068 - $162,866
2,405 Added 4.53%
55,509 $3.51 Million
Q1 2021

May 03, 2021
BUY
$58.36 - $64.15 $101,838 - $111,941
1,745 Added 3.4%
53,104 $3.4 Million
Q4 2020

Jan 27, 2021
BUY
$59.98 - $66.76 $122,659 - $136,524
2,045 Added 4.15%
51,359 $3.22 Million
Q3 2020

Oct 14, 2020
BUY
$56.7 - $61.49 $188,527 - $204,454
3,325 Added 7.23%
49,314 $2.93 Million
Q2 2020

Aug 10, 2020
BUY
$51.79 - $62.83 $150,967 - $183,149
2,915 Added 6.77%
45,989 $2.6 Million
Q1 2020

Apr 20, 2020
BUY
$44.93 - $70.98 $156,041 - $246,513
3,473 Added 8.77%
43,074 $2.39 Million
Q4 2019

Jan 23, 2020
BUY
$61.37 - $64.82 $2.43 Million - $2.57 Million
39,601 New
39,601 $2.53 Million

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
158M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Loveless Wealth Management LLC Portfolio

Follow Loveless Wealth Management 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 Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email