Nelson, Van Denburg & Campbell Wealth Management Group, LLC Utilities Sector Spdr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 16,606 shares of XLU stock, worth $1.31 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,606

Previous 16,408 1.21%

Holding current value

$1.31 Million

Previous $1.33 Million 5.21%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$74.89 - $82.93 $14,828 - $16,420	198 Added 1.21%	16,606 $1.26 Million
Q3 2024 Nov 08, 2024	SELL	$67.67 - $80.78 $20,030 - $23,910	-296 Reduced 1.77%	16,408 $1.33 Million
Q2 2024 Aug 13, 2024	SELL	$62.77 - $72.87 $356,596 - $413,974	-5,681 Reduced 25.38%	16,704 $1.14 Million
Q1 2024 Apr 30, 2024	BUY	$59.95 - $65.65 $1.31 Million - $1.43 Million	21,819 Added 3854.95%	22,385 $1.47 Million
Q4 2023 Jan 30, 2024	SELL	$56.19 - $65.96 $38,377 - $45,050	-683 Reduced 54.68%	566 $35,000
Q3 2023 Oct 17, 2023	SELL	$58.83 - $68.46 $227,024 - $264,187	-3,859 Reduced 75.55%	1,249 $73,000
Q2 2023 Jul 19, 2023	SELL	$64.34 - $69.97 $71,031 - $77,246	-1,104 Reduced 17.77%	5,108 $334,000
Q1 2023 May 10, 2023	BUY	$63.7 - $72.08 $359,586 - $406,891	5,645 Added 995.59%	6,212 $420,000
Q3 2022 Oct 26, 2022	BUY	$65.51 - $78.12 $37,144 - $44,294	567 New	567 $37,000
Q1 2021 May 11, 2021	SELL	$58.36 - $64.15 $7,995 - $8,788	-137 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$59.98 - $66.76 $8,217 - $9,146	137 New	137 $8,000
Q3 2018 Nov 14, 2018	SELL	N/A	-200 Closed	0 $0
Q2 2018 Aug 16, 2018	BUY	N/A	200 New	200 $10,000

Others Institutions Holding XLU

# of Institutions

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Utilities Sector Spdr Transaction History