Powell Investment Advisors, LLC Utilities Sector Spdr Transaction History

Powell Investment Advisors, LLC

  • $210 Million
  • Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 10,215 shares of XLU stock, worth $798,200. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,215
Previous 10,215 -0.0%
Holding current value
$798,200
Previous $825,000 6.3%
% of portfolio
0.37%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
SELL
$63.7 - $72.08 $1,528 - $1,729
-24 Reduced 0.23%
10,215 $691,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $1,476 - $1,744
24 Added 0.23%
10,239 $721,000
Q4 2020

Jan 14, 2021
SELL
$59.98 - $66.76 $13,795 - $15,354
-230 Reduced 2.2%
10,215 $640,000
Q1 2020

May 12, 2020
SELL
$44.93 - $70.98 $35,270 - $55,719
-785 Reduced 6.99%
10,445 $579,000
Q4 2019

Feb 10, 2020
BUY
$61.37 - $64.82 $689,185 - $727,928
11,230 New
11,230 $726,000

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
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
Track This Portfolio

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email