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

Measured Wealth Private Client Group, LLC

  • $285 Million
  • Q1 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 16,237 shares of XLU stock, worth $1.11 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,237
Holding current value
$1.11 Million
% of portfolio
0.37%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$65.75 - $72.67 $3.43 Million - $3.79 Million
-52,109 Reduced 80.98%
12,240 $0
Q3 2022

Oct 27, 2022
BUY
N/A
9,511 Added 17.34%
64,349 $4.22 Million
Q2 2022

Jul 25, 2022
BUY
N/A
5,790 Added 11.8%
54,838 $3.85 Million
Q1 2022

May 03, 2022
BUY
N/A
7,476 Added 17.98%
49,048 $3.65 Million
Q4 2021

Jan 28, 2022
BUY
N/A
2,214 Added 5.63%
41,572 $2.98 Million
Q3 2021

Nov 01, 2021
BUY
N/A
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
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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