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 $250,721. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,686

Previous 2,451 50.39%

Holding current value

$250,721

Previous $165,000 46.06%

% of portfolio

0.14%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$65.75 - $72.67 $36,885 - $40,767	-561 Reduced 17.92%	2,570 $181,000
Q3 2022 Nov 10, 2022	SELL	N/A	-8 Reduced 0.25%	3,131 $205,000
Q2 2022 Aug 10, 2022	BUY	N/A	359 Added 12.91%	3,139 $220,000

Q1 2022 May 13, 2022	BUY	N/A	96 Added 3.58%	2,780 $207,000
Q4 2021 Feb 10, 2022	BUY	N/A	137 Added 5.38%	2,684 $192,000
Q3 2021 Oct 29, 2021	BUY	N/A	344 Added 15.62%	2,547 $163,000
Q2 2021 Aug 10, 2021	BUY	N/A	389 Added 21.44%	2,203 $139,000
Q1 2021 May 11, 2021	BUY	N/A	933 Added 105.9%	1,814 $116,000
Q4 2020 Feb 08, 2021	BUY	N/A	881 New	881 $55,000

Others Institutions Holding XLU

# of Institutions

1,249

Shares Held

138M

Call Options Held

17.4M

Put Options Held

29.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Lumature Wealth Partners, LLC Utilities Sector Spdr Transaction History