Perfromance Wealth Partners, LLC Utilities Sector Spdr Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 22,433 shares of XLU stock, worth $1.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,433
Previous 22,826 1.72%
Holding current value
$1.75 Million
Previous $1.84 Million 7.92%
% of portfolio
0.05%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$74.89 - $82.93 $29,431 - $32,591
-393 Reduced 1.72%
22,433 $1.7 Million
Q3 2024

Oct 10, 2024
SELL
$67.67 - $80.78 $95,550 - $114,061
-1,412 Reduced 5.83%
22,826 $1.84 Million
Q2 2024

Jul 19, 2024
SELL
$62.77 - $72.87 $36,532 - $42,410
-582 Reduced 2.34%
24,238 $1.65 Million
Q1 2024

Apr 30, 2024
SELL
$59.95 - $65.65 $429,122 - $469,922
-7,158 Reduced 22.38%
24,820 $1.63 Million
Q4 2023

Jan 22, 2024
SELL
$56.19 - $65.96 $597,693 - $701,616
-10,637 Reduced 24.96%
31,978 $2.03 Million
Q3 2023

Oct 30, 2023
SELL
$58.83 - $68.46 $76,479 - $88,997
-1,300 Reduced 2.96%
42,615 $2.51 Million
Q2 2023

Jul 13, 2023
SELL
$64.34 - $69.97 $240,245 - $261,267
-3,734 Reduced 7.84%
43,915 $2.87 Million
Q1 2023

Apr 20, 2023
SELL
$63.7 - $72.08 $56,947 - $64,439
-894 Reduced 1.84%
47,649 $3.23 Million
Q4 2022

Jan 19, 2023
BUY
$61.52 - $72.67 $260,906 - $308,193
4,241 Added 9.57%
48,543 $0
Q3 2022

Oct 17, 2022
BUY
$65.51 - $78.12 $135,605 - $161,708
2,070 Added 4.9%
44,302 $2.9 Million
Q2 2022

Jul 15, 2022
BUY
$64.87 - $76.96 $54,425 - $64,569
839 Added 2.03%
42,232 $2.96 Million
Q1 2022

Apr 21, 2022
BUY
$65.03 - $74.54 $84,473 - $96,827
1,299 Added 3.24%
41,393 $3.08 Million
Q4 2021

Feb 03, 2022
BUY
$63.88 - $71.58 $2.56 Million - $2.87 Million
40,094 New
40,094 $2.87 Million

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
158M
Call Options Held
13.2M
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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