Lowe Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,110 shares of XLU stock, worth $90,420. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,110
Previous 1,735 36.02%
Holding current value
$90,420
Previous $118,000 24.58%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 02, 2024
SELL
$67.67 - $80.78 $42,293 - $50,487
-625 Reduced 36.02%
1,110 $89,000
Q2 2024

Jul 09, 2024
SELL
$62.77 - $72.87 $144,684 - $167,965
-2,305 Reduced 57.05%
1,735 $118,000
Q1 2024

Apr 08, 2024
SELL
$59.95 - $65.65 $17,085 - $18,710
-285 Reduced 6.59%
4,040 $265,000
Q4 2023

Jan 04, 2024
SELL
$56.19 - $65.96 $5,619 - $6,595
-100 Reduced 2.26%
4,325 $273,000
Q3 2023

Oct 20, 2023
SELL
$58.83 - $68.46 $30,297 - $35,256
-515 Reduced 10.43%
4,425 $260,000
Q2 2023

Jul 06, 2023
SELL
$64.34 - $69.97 $145,086 - $157,782
-2,255 Reduced 31.34%
4,940 $323,000
Q1 2023

Apr 05, 2023
BUY
$63.7 - $72.08 $46,501 - $52,618
730 Added 11.29%
7,195 $487,000
Q4 2022

Jan 17, 2023
SELL
$61.52 - $72.67 $43,064 - $50,869
-700 Reduced 9.77%
6,465 $0
Q3 2022

Oct 06, 2022
SELL
$65.51 - $78.12 $81,887 - $97,650
-1,250 Reduced 14.85%
7,165 $469,000
Q2 2022

Jul 07, 2022
BUY
$64.87 - $76.96 $38,727 - $45,945
597 Added 7.64%
8,415 $590,000
Q1 2022

Apr 08, 2022
BUY
$65.03 - $74.54 $6,503 - $7,454
100 Added 1.3%
7,818 $582,000
Q4 2021

Jan 18, 2022
SELL
$63.88 - $71.58 $70,268 - $78,738
-1,100 Reduced 12.47%
7,718 $552,000
Q3 2021

Oct 05, 2021
SELL
$63.56 - $70.07 $3,178 - $3,503
-50 Reduced 0.56%
8,818 $563,000
Q2 2021

Jul 01, 2021
BUY
$63.23 - $67.72 $325,318 - $348,419
5,145 Added 138.2%
8,868 $0
Q1 2021

Apr 06, 2021
BUY
$58.36 - $64.15 $86,081 - $94,621
1,475 Added 65.61%
3,723 $238,000
Q4 2020

Jan 07, 2021
BUY
$59.98 - $66.76 $32,269 - $35,916
538 Added 31.46%
2,248 $141,000
Q3 2020

Oct 16, 2020
BUY
$56.7 - $61.49 $40,257 - $43,657
710 Added 71.0%
1,710 $102,000
Q2 2020

Jul 08, 2020
BUY
$51.79 - $62.83 $51,790 - $62,830
1,000 New
1,000 $56,000
Q1 2020

Apr 10, 2020
SELL
$44.93 - $70.98 $7,503 - $11,853
-167 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$61.37 - $64.82 $10,248 - $10,824
167 New
167 $11,000

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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