Oak Harvest Investment Services Utilities Sector Spdr Transaction History

Oak Harvest Investment Services

  • $588 Million
  • Q2 2024

A detailed history of Oak Harvest Investment Services transactions in Utilities Sector Spdr stock. As of the latest transaction made, Oak Harvest Investment Services holds 123,605 shares of XLU stock, worth $9.47 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
123,605
Previous 127,541 3.09%
Holding current value
$9.47 Million
Previous $8.37 Million 0.59%
% of portfolio
1.43%
Previous 1.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$62.77 - $72.87 $247,062 - $286,816
-3,936 Reduced 3.09%
123,605 $8.42 Million
Q1 2024

Apr 19, 2024
SELL
$59.95 - $65.65 $224,632 - $245,990
-3,747 Reduced 2.85%
127,541 $8.37 Million
Q4 2023

Jan 12, 2024
SELL
$56.19 - $65.96 $158,231 - $185,743
-2,816 Reduced 2.1%
131,288 $8.31 Million
Q3 2023

Oct 25, 2023
BUY
$58.83 - $68.46 $7.89 Million - $9.18 Million
134,104 New
134,104 $7.9 Million

Others Institutions Holding XLU

# of Institutions
1,364
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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