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 $5.04 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
60,799
Previous 58,678 3.61%
Holding current value
$5.04 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
1,484
Shares Held
180M
Call Options Held
13.1M
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
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