Narus Financial Partners, LLC Utilities Sector Spdr Transaction History

Narus Financial Partners, LLC

$279 Billion
Q3 2024

A detailed history of Narus Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Narus Financial Partners, LLC holds 6,846 shares of XLU stock, worth $567,533. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,846

Previous 5,832 17.39%

Holding current value

$567,533

Previous $397 Million 39.15%

% of portfolio

0.2%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$67.67 - $80.78 $68,617 - $81,910	1,014 Added 17.39%	6,846 $553 Million
Q2 2024 Jul 17, 2024	SELL	$62.77 - $72.87 $2,824 - $3,279	-45 Reduced 0.77%	5,832 $397 Million
Q1 2024 Apr 18, 2024	SELL	$59.95 - $65.65 $6,474 - $7,090	-108 Reduced 1.8%	5,877 $386 Million
Q4 2023 Jan 25, 2024	SELL	$56.19 - $65.96 $769,072 - $902,794	-13,687 Reduced 69.58%	5,985 $379 Million
Q3 2023 Oct 30, 2023	SELL	$58.83 - $68.46 $28,120 - $32,723	-478 Reduced 2.37%	19,672 $1.16 Billion
Q2 2023 Aug 30, 2023	BUY	$64.34 - $69.97 $8,171 - $8,886	127 Added 0.63%	20,150 $1.32 Billion
Q1 2023 Jun 27, 2023	BUY	$63.7 - $72.08 $1.28 Million - $1.44 Million	20,023 New	20,023 $1.36 Billion
Q4 2022 Oct 12, 2023	BUY	$61.52 - $72.67 $212,490 - $251,002	3,454 Added 21.2%	19,746 $1.39 Billion
Q3 2022 Oct 12, 2023	SELL	$65.51 - $78.12 $252,737 - $301,386	-3,858 Reduced 19.15%	16,292 $1.07 Billion
Q2 2022 Oct 12, 2023	SELL	$64.87 - $76.96 $339,464 - $402,731	-5,233 Reduced 25.97%	14,917 $1.05 Billion
Q1 2021 Mar 07, 2024	SELL	$58.36 - $64.15 $105,164 - $115,598	-1,802 Reduced 30.11%	4,183 $268 Million
Q4 2019 May 14, 2024	BUY	$61.37 - $64.82 $85,365 - $90,164	1,391 Added 18.33%	8,978 $580 Million
Q3 2019 May 14, 2024	BUY	$62.5 - $64.93 $106,875 - $111,030	1,710 Added 29.1%	7,587 $491 Million
Q2 2019 May 13, 2024	BUY	N/A	1,681 Added 28.6%	7,558 $451 Million

Others Institutions Holding XLU

# of Institutions

1,484

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Narus Financial Partners, LLC Utilities Sector Spdr Transaction History