New Edge Wealth, LLC Utilities Sector Spdr Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Edge Wealth, LLC holds 10,206 shares of XLU stock, worth $797,496. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,206
Previous 9,165 11.36%
Holding current value
$797,496
Previous $740,000 4.32%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$74.89 - $82.93 $77,960 - $86,330
1,041 Added 11.36%
10,206 $772,000
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $106,783 - $127,470
1,578 Added 20.8%
9,165 $740,000
Q2 2024

Aug 01, 2024
SELL
$62.77 - $72.87 $239,969 - $278,582
-3,823 Reduced 33.51%
7,587 $516,000
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $291,117 - $318,796
4,856 Added 74.09%
11,410 $749,000
Q4 2023

Jan 29, 2024
BUY
$56.19 - $65.96 $368,269 - $432,301
6,554 New
6,554 $415,000

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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