Marcum Wealth, LLC Utilities Sector Spdr Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,438 shares of XLU stock, worth $367,910. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,438

Previous 4,915 9.7%

Holding current value

$367,910

Previous $334,000 7.19%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$67.67 - $80.78 $32,278 - $38,532	-477 Reduced 9.7%	4,438 $358,000
Q2 2024 Jul 02, 2024	SELL	$62.77 - $72.87 $59,192 - $68,716	-943 Reduced 16.1%	4,915 $334,000
Q1 2024 Apr 10, 2024	BUY	$59.95 - $65.65 $129,432 - $141,738	2,159 Added 58.37%	5,858 $384,000
Q4 2023 Jan 10, 2024	SELL	$56.19 - $65.96 $349,389 - $410,139	-6,218 Reduced 62.7%	3,699 $234,000
Q3 2023 Oct 10, 2023	SELL	$58.83 - $68.46 $6,353 - $7,393	-108 Reduced 1.08%	9,917 $584,000
Q2 2023 Jul 13, 2023	BUY	$64.34 - $69.97 $53,466 - $58,145	831 Added 9.04%	10,025 $656,000
Q1 2023 Apr 19, 2023	SELL	$63.7 - $72.08 $37,965 - $42,959	-596 Reduced 6.09%	9,194 $622,000
Q4 2022 Jan 12, 2023	BUY	$61.52 - $72.67 $153,184 - $180,948	2,490 Added 34.11%	9,790 $0
Q3 2022 Oct 11, 2022	BUY	$65.51 - $78.12 $147,069 - $175,379	2,245 Added 44.41%	7,300 $478,000
Q2 2022 Jul 14, 2022	BUY	$64.87 - $76.96 $327,917 - $389,032	5,055 New	5,055 $355,000

Others Institutions Holding XLU

# of Institutions

1,484

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Utilities Sector Spdr Transaction History