Moneco Advisors, LLC Utilities Sector Spdr Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moneco Advisors, LLC holds 15,229 shares of XLU stock, worth $1.21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,229

Previous 7,039 116.35%

Holding current value

$1.21 Million

Previous $479,000 156.78%

% of portfolio

0.16%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$67.67 - $80.78 $554,217 - $661,588	8,190 Added 116.35%	15,229 $1.23 Million
Q2 2024 Jul 19, 2024	BUY	$62.77 - $72.87 $441,838 - $512,931	7,039 New	7,039 $479,000
Q3 2023 Mar 13, 2024	BUY	$58.83 - $68.46 $259,499 - $301,977	4,411 Added 92.07%	9,202 $542,000
Q3 2023 Nov 03, 2023	BUY	$58.83 - $68.46 $257,145 - $299,238	4,371 Added 91.23%	9,162 $539,000
Q2 2023 Mar 13, 2024	BUY	$64.34 - $69.97 $308,252 - $335,226	4,791 New	4,791 $313,000
Q2 2023 Aug 02, 2023	BUY	$64.34 - $69.97 $5,726 - $6,227	89 Added 1.89%	4,791 $313,000
Q1 2023 May 11, 2023	BUY	$63.7 - $72.08 $90,708 - $102,641	1,424 Added 43.44%	4,702 $318,000
Q4 2022 Jan 27, 2023	BUY	$61.52 - $72.67 $201,662 - $238,212	3,278 New	3,278 $231,000

Others Institutions Holding XLU

# of Institutions

1,422

Shares Held

166M

Call Options Held

21.4M

Put Options Held

26.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Moneco Advisors, LLC Utilities Sector Spdr Transaction History