Optimum Investment Advisors Utilities Sector Spdr Transaction History

Optimum Investment Advisors

  • $220 Million
  • Q2 2024

A detailed history of Optimum Investment Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 1,637 shares of XLU stock, worth $115,048. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,637
Previous 1,637 -0.0%
Holding current value
$115,048
Previous $107,000 3.74%
% of portfolio
0.05%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$59.95 - $65.65 $5,995 - $6,565
-100 Reduced 5.76%
1,637 $107,000
Q4 2023

Jan 08, 2024
SELL
$56.19 - $65.96 $3,539 - $4,155
-63 Reduced 3.5%
1,737 $110,000
Q4 2022

Jan 05, 2023
SELL
$65.75 - $72.67 $65,750 - $72,670
-1,000 Reduced 35.71%
1,800 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-100 Reduced 3.45%
2,800 $183,000
Q1 2022

Apr 08, 2022
BUY
N/A
104 Added 3.72%
2,900 $216,000
Q4 2021

Mar 17, 2022
SELL
N/A
-501 Reduced 15.2%
2,796 $200,000
Q3 2021

Oct 22, 2021
SELL
N/A
-638 Reduced 16.21%
3,297 $211,000
Q2 2021

Aug 02, 2021
BUY
N/A
12 Added 0.31%
3,935 $249,000
Q1 2021

Apr 15, 2021
SELL
N/A
-488 Reduced 11.06%
3,923 $251,000
Q4 2020

Jan 21, 2021
SELL
N/A
-483 Reduced 9.87%
4,411 $277,000
Q3 2020

Oct 06, 2020
SELL
N/A
-283 Reduced 5.47%
4,894 $291,000
Q2 2020

Jul 16, 2020
SELL
N/A
-160 Reduced 3.0%
5,177 $292,000
Q1 2020

Apr 21, 2020
BUY
N/A
1,020 Added 23.63%
5,337 $296,000
Q4 2019

Jan 22, 2020
BUY
N/A
7 Added 0.16%
4,317 $279,000
Q3 2019

Oct 17, 2019
BUY
N/A
8 Added 0.19%
4,310 $279,000
Q2 2019

Jul 29, 2019
BUY
N/A
184 Added 4.47%
4,302 $257,000
Q1 2019

May 03, 2019
BUY
N/A
8 Added 0.19%
4,118 $240,000
Q4 2018

Feb 04, 2019
BUY
N/A
8 Added 0.2%
4,110 $218,000
Q3 2018

Oct 05, 2018
SELL
N/A
-2,391 Reduced 36.82%
4,102 $216,000
Q2 2018

Oct 05, 2018
SELL
N/A
-1,227 Reduced 15.89%
6,493 $337,000
Q1 2018

May 09, 2018
SELL
N/A
-393 Reduced 4.84%
7,720 $390,000
Q4 2017

Jan 16, 2018
BUY
N/A
9 Added 0.11%
8,113 $427,000
Q3 2017

Nov 21, 2017
BUY
N/A
7 Added 0.09%
8,104 $430,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,097
8,097 $421,000

Others Institutions Holding XLU

# of Institutions
1,270
Shares Held
141M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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