A detailed history of Planning Capital Management Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Planning Capital Management Corp holds 4,175 shares of XLU stock, worth $319,304. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,175
Previous 4,075 2.45%
Holding current value
$319,304
Previous $278 Million 21.46%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 06, 2024

BUY
$67.67 - $80.78 $6,767 - $8,078
100 Added 2.45%
4,175 $337 Million
Q2 2024

Aug 12, 2024

SELL
$62.77 - $72.87 $3,766 - $4,372
-60 Reduced 1.45%
4,075 $278 Million
Q1 2024

Apr 26, 2024

BUY
$59.95 - $65.65 $138,484 - $151,651
2,310 Added 126.58%
4,135 $271 Million
Q4 2023

Feb 14, 2024

BUY
$56.19 - $65.96 $102,546 - $120,376
1,825 New
1,825 $116 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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