Mc Glone Suttner Wealth Management, Inc. Utilities Sector Spdr Transaction History

Mc Glone Suttner Wealth Management, Inc.

$481 Billion
Q3 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 7,476 shares of XLU stock, worth $570,418. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,476

Previous 12,271 39.08%

Holding current value

$570,418

Previous $777 Million 22.3%

% of portfolio

0.13%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$67.67 - $80.78 $324,477 - $387,340	-4,795 Reduced 39.08%	7,476 $604 Million
Q2 2024 Jul 18, 2024	SELL	$62.77 - $72.87 $816 - $947	-13 Reduced 0.11%	12,271 $777 Million
Q1 2024 Apr 18, 2024	BUY	$59.95 - $65.65 $779 - $853	13 Added 0.11%	12,284 $806 Million
Q4 2023 Jan 18, 2024	BUY	$56.19 - $65.96 $786 - $923	14 Added 0.11%	12,271 $777 Million
Q3 2023 Oct 19, 2023	SELL	$58.83 - $68.46 $34,121 - $39,706	-580 Reduced 4.52%	12,257 $722 Million
Q2 2023 Jul 25, 2023	BUY	$64.34 - $69.97 $772 - $839	12 Added 0.09%	12,837 $840 Million
Q1 2023 Apr 20, 2023	BUY	$63.7 - $72.08 $700 - $792	11 Added 0.09%	12,825 $868 Million
Q4 2022 Feb 09, 2023	BUY	$61.52 - $72.67 $788,317 - $931,193	12,814 New	12,814 $903 Million

Others Institutions Holding XLU

# of Institutions

1,486

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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Mc Glone Suttner Wealth Management, Inc. Utilities Sector Spdr Transaction History