Objective Capital Management, LLC Utilities Sector Spdr Transaction History

Objective Capital Management, LLC

  • $75.9 Million
  • Q1 2025

A detailed history of Objective Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Objective Capital Management, LLC holds 9,784 shares of XLU stock, worth $827,530. This represents 1.02% of its overall portfolio holdings.

Number of Shares
9,784
Previous 9,754 0.31%
Holding current value
$827,530
Previous $738,000 4.47%
% of portfolio
1.02%
Previous 0.51%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$74.7 - $80.27 $2,241 - $2,408
30 Added 0.31%
9,784 $771,000
Q4 2024

Mar 18, 2025
BUY
$74.89 - $82.93 $2,546 - $2,819
34 Added 0.35%
9,754 $738,000
Q3 2024

Nov 01, 2024
BUY
$67.67 - $80.78 $10,691 - $12,763
158 Added 1.65%
9,720 $785,000
Q1 2024

Jun 05, 2024
BUY
$59.95 - $65.65 $73,198 - $80,158
1,221 Added 14.64%
9,562 $627,000
Q4 2023

Mar 07, 2024
BUY
$56.19 - $65.96 $30,230 - $35,486
538 Added 6.89%
8,341 $528,000
Q3 2023

Nov 15, 2023
BUY
$58.83 - $68.46 $83,185 - $96,802
1,414 Added 22.13%
7,803 $459,000
Q2 2023

Aug 15, 2023
SELL
$64.34 - $69.97 $1,351 - $1,469
-21 Reduced 0.33%
6,389 $418,000
Q1 2023

May 12, 2023
SELL
$63.7 - $72.08 $49,749 - $56,294
-781 Reduced 10.86%
6,410 $433,000
Q4 2022

Feb 27, 2023
SELL
$61.52 - $72.67 $27,007 - $31,902
-439 Reduced 5.75%
7,191 $506,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $655 - $781
10 Added 0.13%
7,630 $500,000
Q2 2022

Jul 11, 2022
BUY
$64.87 - $76.96 $648 - $769
10 Added 0.13%
7,620 $534,000
Q1 2022

Apr 20, 2022
BUY
$65.03 - $74.54 $650 - $745
10 Added 0.13%
7,610 $567,000
Q4 2021

Apr 20, 2022
BUY
$63.88 - $71.58 $485,488 - $544,008
7,600 New
7,600 $544,000

Others Institutions Holding XLU

# of Institutions
1,581
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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