A detailed history of Per Stirling Capital Management, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 20,630 shares of XLU stock, worth $1.61 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,630
Holding current value
$1.61 Million
% of portfolio
0.23%

Shares

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

Aug 13, 2024

BUY
$62.77 - $72.87 $1.29 Million - $1.5 Million
20,630 New
20,630 $1.41 Billion
Q4 2023

Feb 13, 2024

SELL
$56.19 - $65.96 $168,008 - $197,220
-2,990 Reduced 46.87%
3,390 $215 Million
Q3 2023

Nov 14, 2023

SELL
$58.83 - $68.46 $84,362 - $98,171
-1,434 Reduced 18.35%
6,380 $376 Million
Q1 2023

May 12, 2023

SELL
$63.7 - $72.08 $44,972 - $50,888
-706 Reduced 8.29%
7,814 $529 Million
Q4 2022

Feb 14, 2023

BUY
$61.52 - $72.67 $524,150 - $619,148
8,520 New
8,520 $601 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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