Oliver Lagore Vanvalin Investment Group Utilities Sector Spdr Transaction History

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Utilities Sector Spdr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 2,657 shares of XLU stock, worth $203,021. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,657
Previous 4,424 39.94%
Holding current value
$203,021
Previous $301,000 28.9%
% of portfolio
0.06%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$67.67 - $80.78 $119,572 - $142,738
-1,767 Reduced 39.94%
2,657 $214,000
Q2 2024

Aug 15, 2024
SELL
$62.77 - $72.87 $393,128 - $456,384
-6,263 Reduced 58.6%
4,424 $301,000
Q1 2024

May 15, 2024
SELL
$59.95 - $65.65 $282,124 - $308,948
-4,706 Reduced 30.57%
10,687 $701,000
Q4 2023

Jan 31, 2024
SELL
$56.19 - $65.96 $7.47 Million - $8.77 Million
-132,998 Reduced 89.63%
15,393 $974,000
Q3 2023

Nov 09, 2023
BUY
$58.83 - $68.46 $6.59 Million - $7.67 Million
112,049 Added 308.32%
148,391 $8.74 Million
Q2 2023

Aug 08, 2023
SELL
$64.34 - $69.97 $4.83 Million - $5.26 Million
-75,116 Reduced 67.39%
36,342 $2.38 Million
Q1 2023

Jun 20, 2023
BUY
$63.7 - $72.08 $5.91 Million - $6.68 Million
92,713 Added 494.6%
111,458 $7.54 Million
Q4 2022

Mar 02, 2023
BUY
$61.52 - $72.67 $311,783 - $368,291
5,068 Added 37.05%
18,745 $1.32 Million
Q3 2022

Nov 15, 2022
BUY
$65.51 - $78.12 $1,179 - $1,406
18 Added 0.13%
13,677 $896,000
Q2 2022

Aug 16, 2022
BUY
$64.87 - $76.96 $13,492 - $16,007
208 Added 1.55%
13,659 $958,000
Q1 2022

Jun 17, 2022
BUY
$65.03 - $74.54 $874,718 - $1 Million
13,451 New
13,451 $998,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
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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