Lowe Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 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 935 shares of XLU stock, worth $72,817. This represents 0.03% of its overall portfolio holdings.

Number of Shares

935

Previous 1,110 15.77%

Holding current value

$72,817

Previous $89,000 21.35%

% of portfolio

0.03%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$74.89 - $82.93 $13,105 - $14,512	-175 Reduced 15.77%	935 $70,000
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

1,487

Shares Held

158M

Call Options Held

13.2M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Account

Lowe Wealth Advisors, LLC Utilities Sector Spdr Transaction History