Money Concepts Capital Corp Utilities Sector Spdr Transaction History

Money Concepts Capital Corp

$1.39 Billion
Q2 2025

A detailed history of Money Concepts Capital Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Money Concepts Capital Corp holds 5,350 shares of XLU stock, worth $482,463. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,350

Previous 2,757 94.05%

Holding current value

$482,463

Previous $217,000 100.92%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$73.09 - $82.77 $189,522 - $214,622	2,593 Added 94.05%	5,350 $436,000
Q1 2025 Apr 24, 2025	BUY	$74.7 - $80.27 $205,947 - $221,304	2,757 New	2,757 $217,000
Q3 2024 Oct 31, 2024	BUY	$67.67 - $80.78 $19,150 - $22,860	283 Added 9.24%	3,346 $270,000
Q2 2024 Aug 02, 2024	BUY	$62.77 - $72.87 $192,264 - $223,200	3,063 New	3,063 $208,000
Q1 2023 May 01, 2023	BUY	$63.7 - $72.08 $7.1 Million - $8.04 Million	111,493 Added 751.76%	126,324 $8.55 Million
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $886,481 - $1.06 Million	13,532 Added 8.41%	174,480 $11.4 Million
Q2 2022 Jul 18, 2022	BUY	$64.87 - $76.96 $9.34 Million - $11.1 Million	143,952 Added 846.98%	160,948 $11.6 Million
Q1 2022 May 13, 2022	BUY	$65.03 - $74.54 $946,706 - $1.09 Million	14,558 Added 597.13%	16,996 $1.27 Million
Q4 2021 Feb 14, 2022	BUY	$63.88 - $71.58 $49,634 - $55,617	777 Added 46.78%	2,438 $174,000
Q1 2021 May 17, 2021	SELL	$58.36 - $64.15 $162,240 - $178,337	-2,780 Reduced 62.6%	1,661 $106,000
Q4 2020 May 17, 2021	BUY	$59.98 - $66.76 $266,371 - $296,481	4,441 New	4,441 $278,000

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Money Concepts Capital Corp Utilities Sector Spdr Transaction History