A detailed history of Pb Mares Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,861 shares of XLU stock, worth $226,820. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,861
Holding current value
$226,820
% of portfolio
0.05%

Shares

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

Oct 25, 2024

BUY
$67.67 - $80.78 $193,603 - $231,111
2,861 New
2,861 $231,000
Q4 2023

Jan 26, 2024

SELL
$56.19 - $65.96 $7,136 - $8,376
-127 Reduced 3.36%
3,651 $231,000
Q3 2023

Oct 26, 2023

BUY
$58.83 - $68.46 $41,769 - $48,606
710 Added 23.14%
3,778 $222,000
Q2 2023

Jul 24, 2023

BUY
$64.34 - $69.97 $5,533 - $6,017
86 Added 2.88%
3,068 $200,000
Q1 2023

Apr 27, 2023

SELL
$63.7 - $72.08 $1,656 - $1,874
-26 Reduced 0.86%
2,982 $201,000
Q4 2022

Jan 31, 2023

SELL
$61.52 - $72.67 $78,930 - $93,235
-1,283 Reduced 29.9%
3,008 $212,000
Q3 2022

Oct 25, 2022

SELL
$65.51 - $78.12 $95,513 - $113,898
-1,458 Reduced 25.36%
4,291 $281,000
Q2 2022

Jul 21, 2022

BUY
$64.87 - $76.96 $21,017 - $24,935
324 Added 5.97%
5,749 $403,000
Q1 2022

Apr 26, 2022

BUY
$65.03 - $74.54 $352,787 - $404,379
5,425 New
5,425 $404,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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