Lumature Wealth Partners, LLC Utilities Sector Spdr Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 3,686 shares of XLU stock, worth $290,825. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,686
Previous 2,451 50.39%
Holding current value
$290,825
Previous $165,000 46.06%
% of portfolio
0.14%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $79,459 - $86,412
1,235 Added 50.39%
3,686 $241,000
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $7,580 - $8,577
-119 Reduced 4.63%
2,451 $165,000
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $34,512 - $40,767
-561 Reduced 17.92%
2,570 $181,000
Q3 2022

Nov 10, 2022
SELL
$65.51 - $78.12 $524 - $624
-8 Reduced 0.25%
3,131 $205,000
Q2 2022

Aug 10, 2022
BUY
$64.87 - $76.96 $23,288 - $27,628
359 Added 12.91%
3,139 $220,000
Q1 2022

May 13, 2022
BUY
$65.03 - $74.54 $6,242 - $7,155
96 Added 3.58%
2,780 $207,000
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $8,751 - $9,806
137 Added 5.38%
2,684 $192,000
Q3 2021

Oct 29, 2021
BUY
$63.56 - $70.07 $21,864 - $24,104
344 Added 15.62%
2,547 $163,000
Q2 2021

Aug 10, 2021
BUY
$63.23 - $67.72 $24,596 - $26,343
389 Added 21.44%
2,203 $139,000
Q1 2021

May 11, 2021
BUY
$58.36 - $64.15 $54,449 - $59,851
933 Added 105.9%
1,814 $116,000
Q4 2020

Feb 08, 2021
BUY
$59.98 - $66.76 $52,842 - $58,815
881 New
881 $55,000

Others Institutions Holding XLU

# of Institutions
1,569
Shares Held
154M
Call Options Held
18.8M
Put Options Held
38M
View Full List

About UTILITIES SECTOR SPDR

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