Pinnacle Family Advisors, LLC Utilities Sector Spdr Transaction History

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 7,329 shares of XLU stock, worth $631,613. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,329
Previous 20,662 64.53%
Holding current value
$631,613
Previous $1.56 Million 63.08%
% of portfolio
0.36%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$74.7 - $80.27 $995,975 - $1.07 Million
-13,333 Reduced 64.53%
7,329 $577,000
Q4 2024

Feb 14, 2025
BUY
$74.89 - $82.93 $687,415 - $761,214
9,179 Added 79.94%
20,662 $1.56 Million
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $333,951 - $398,649
4,935 Added 75.37%
11,483 $927,000
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $411,017 - $477,152
6,548 New
6,548 $446,000

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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