A detailed history of Mather Group, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mather Group, Llc. holds 45 shares of XLU stock, worth $3,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 155 70.97%
Holding current value
$3,401
Previous $10,000 70.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$67.67 - $80.78 $7,443 - $8,885
-110 Reduced 70.97%
45 $3,000
Q2 2024

Jul 08, 2024

SELL
$62.77 - $72.87 $25,108 - $29,148
-400 Reduced 72.07%
155 $10,000
Q1 2024

Apr 08, 2024

BUY
$59.95 - $65.65 $33,272 - $36,435
555 New
555 $36,000
Q2 2023

Aug 08, 2023

SELL
$64.34 - $69.97 $768,541 - $835,791
-11,945 Reduced 76.24%
3,722 $243,000
Q1 2023

May 09, 2023

BUY
$63.7 - $72.08 $48,284 - $54,636
758 Added 5.08%
15,667 $1.06 Million
Q4 2022

Mar 10, 2023

BUY
$61.52 - $72.67 $515,291 - $608,683
8,376 Added 128.21%
14,909 $1.05 Million
Q3 2022

Nov 14, 2022

BUY
$65.51 - $78.12 $427,976 - $510,357
6,533 New
6,533 $428,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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