Measured Wealth Private Client Group, LLC Utilities Sector Spdr Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 48,743 shares of XLU stock, worth $3.97 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

48,743

Previous 25,229 93.2%

Holding current value

$3.97 Million

Previous $1.72 Million 129.03%

% of portfolio

1.33%

Previous 0.61%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$67.67 - $80.78 $1.59 Million - $1.9 Million	23,514 Added 93.2%	48,743 $3.94 Million
Q2 2024 Aug 12, 2024	BUY	$62.77 - $72.87 $564,427 - $655,247	8,992 Added 55.38%	25,229 $1.72 Million
Q1 2024 Apr 18, 2024	BUY	$59.95 - $65.65 $973,408 - $1.07 Million	16,237 New	16,237 $1.07 Million
Q2 2023 Jul 20, 2023	SELL	$64.34 - $69.97 $130,288 - $141,689	-2,025 Reduced 22.48%	6,985 $457,000
Q1 2023 May 01, 2023	SELL	$63.7 - $72.08 $205,751 - $232,818	-3,230 Reduced 26.39%	9,010 $609,000
Q4 2022 Jan 23, 2023	SELL	$61.52 - $72.67 $3.21 Million - $3.79 Million	-52,109 Reduced 80.98%	12,240 $0
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $623,065 - $742,999	9,511 Added 17.34%	64,349 $4.22 Million
Q2 2022 Jul 25, 2022	BUY	$64.87 - $76.96 $375,597 - $445,598	5,790 Added 11.8%	54,838 $3.85 Million
Q1 2022 May 03, 2022	BUY	$65.03 - $74.54 $486,164 - $557,261	7,476 Added 17.98%	49,048 $3.65 Million
Q4 2021 Jan 28, 2022	BUY	$63.88 - $71.58 $141,430 - $158,478	2,214 Added 5.63%	41,572 $2.98 Million
Q3 2021 Nov 01, 2021	BUY	$63.56 - $70.07 $2.5 Million - $2.76 Million	39,358 New	39,358 $2.51 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-7,317 Closed	0 $0
Q1 2019 May 07, 2019	BUY	N/A	1,300 Added 21.61%	7,317 $426,000
Q4 2018 Feb 07, 2019	SELL	N/A	-245 Reduced 3.91%	6,017 $318,000
Q3 2018 Nov 14, 2018	BUY	N/A	300 Added 5.03%	6,262 $330,000
Q2 2018 Aug 14, 2018	BUY	N/A	5,962 New	5,962 $309,000

Others Institutions Holding XLU

# of Institutions

1,482

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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Measured Wealth Private Client Group, LLC Utilities Sector Spdr Transaction History