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 12,284 shares of XLU stock, worth $845,384. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,284
Previous 12,271 0.11%
Holding current value
$845,384
Previous $777 Million 3.77%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$65.75 - $72.67 $842,520 - $931,193
12,814 New
12,814 $903 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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