Merriman Wealth Management, LLC Utilities Sector Spdr Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 4,293 shares of XLU stock, worth $292,009. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,293
Previous 4,193 2.38%
Holding current value
$292,009
Previous $265,000 6.04%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $5,995 - $6,565
100 Added 2.38%
4,293 $281,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $17,475 - $20,513
311 Added 8.01%
4,193 $265,000
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $6,177 - $7,188
105 Added 2.78%
3,882 $228,000
Q1 2023

May 04, 2023
BUY
$63.7 - $72.08 $240,594 - $272,246
3,777 New
3,777 $255,000
Q2 2022

Jul 29, 2022
SELL
N/A
-2,796 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-14,000 Reduced 83.35%
2,796 $208,000
Q4 2021

Feb 01, 2022
BUY
N/A
20,059 New
20,059 $1.27 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-3,263 Reduced 16.27%
16,796 $1.2 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-20,059 Closed
0 $0
Q2 2021

Jul 28, 2021
BUY
N/A
20,059 New
20,059 $1.27 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-6,803 Closed
0 $0
Q1 2018

Apr 10, 2018
BUY
N/A
1,513 Added 28.6%
6,803 $344,000
Q4 2017

Feb 05, 2018
BUY
N/A
5,290
5,290 $279,000

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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