M3 Advisory Group, LLC Utilities Sector Spdr Transaction History

M3 Advisory Group, LLC

  • $121 Billion
  • Q2 2024

A detailed history of M3 Advisory Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 7,922 shares of XLU stock, worth $622,114. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,922
Previous 8,710 9.05%
Holding current value
$622,114
Previous $572 Million 5.6%
% of portfolio
0.44%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$62.77 - $72.87 $49,462 - $57,421
-788 Reduced 9.05%
7,922 $540 Million
Q1 2024

Apr 29, 2024
BUY
$59.95 - $65.65 $1,558 - $1,706
26 Added 0.3%
8,710 $572 Million
Q4 2023

Mar 19, 2024
BUY
$56.19 - $65.96 $487,953 - $572,796
8,684 New
8,684 $550 Million

Others Institutions Holding XLU

# of Institutions
1,364
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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