Prospera Financial Services Inc Utilities Sector Spdr Transaction History

Prospera Financial Services Inc

$4.16 Billion
Q4 2024

A detailed history of Prospera Financial Services Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Prospera Financial Services Inc holds 121,334 shares of XLU stock, worth $9.6 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

121,334

Previous 66,562 82.29%

Holding current value

$9.6 Million

Previous $5.38 Million 70.81%

% of portfolio

0.22%

Previous 0.14%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$74.89 - $82.93 $4.1 Million - $4.54 Million	54,772 Added 82.29%	121,334 $9.18 Million
Q3 2024 Nov 07, 2024	BUY	$67.67 - $80.78 $1.48 Million - $1.77 Million	21,853 Added 48.88%	66,562 $5.38 Million
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $2 Million - $2.32 Million	31,822 Added 246.93%	44,709 $3.05 Million
Q1 2024 Aug 13, 2024	BUY	$59.95 - $65.65 $51,317 - $56,196	856 Added 1.91%	45,565 $2.99 Million
Q4 2023 Feb 14, 2024	BUY	$56.19 - $65.96 $65,517 - $76,909	1,166 Added 9.95%	12,887 $816,000
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $31,650 - $36,831	538 Added 4.81%	11,721 $690,000
Q2 2023 Aug 08, 2023	SELL	$64.34 - $69.97 $76,564 - $83,264	-1,190 Reduced 9.62%	11,183 $731,000
Q1 2023 May 12, 2023	SELL	$63.7 - $72.08 $1.2 Million - $1.35 Million	-18,760 Reduced 60.26%	12,373 $837,000
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $1.59 Million - $1.88 Million	25,898 Added 494.71%	31,133 $2.19 Million
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $64,592 - $77,026	986 Added 23.21%	5,235 $343,000
Q2 2022 Aug 08, 2022	BUY	$64.87 - $76.96 $56,826 - $67,416	876 Added 25.97%	4,249 $298,000
Q1 2022 May 04, 2022	BUY	$65.03 - $74.54 $325 - $372	5 Added 0.15%	3,373 $251,000
Q4 2021 Feb 10, 2022	BUY	$63.88 - $71.58 $215,147 - $241,081	3,368 New	3,368 $240,000
Q1 2021 May 06, 2021	SELL	$58.36 - $64.15 $1.37 Million - $1.51 Million	-23,526 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$59.98 - $66.76 $1.27 Million - $1.41 Million	21,096 Added 868.15%	23,526 $1.47 Million
Q3 2020 Nov 04, 2020	BUY	$56.7 - $61.49 $137,781 - $149,420	2,430 New	2,430 $144,000
Q2 2020 Aug 07, 2020	SELL	$51.79 - $62.83 $856,451 - $1.04 Million	-16,537 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$44.93 - $70.98 $1.59 Million - $2.51 Million	-35,408 Reduced 68.16%	16,537 $916,000
Q4 2019 Feb 12, 2020	SELL	$61.37 - $64.82 $48,543 - $51,272	-791 Reduced 1.5%	51,945 $3.36 Million
Q3 2019 Oct 22, 2019	BUY	$62.5 - $64.93 $250,437 - $260,174	4,007 Added 8.22%	52,736 $3.41 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-34,857 Reduced 48.49%	37,029 $1.96 Million
Q2 2019 Aug 14, 2019	BUY	N/A	11,700 Added 31.6%	48,729 $2.95 Million
Q1 2019 May 02, 2019	BUY	N/A	34,857 Added 94.13%	71,886 $4.15 Million
Q4 2018 Feb 13, 2019	BUY	N/A	18,405 Added 98.82%	37,029 $1.96 Million
Q3 2018 Oct 25, 2018	BUY	N/A	18,624 New	18,624 $983,000
Q1 2018 Apr 12, 2018	SELL	N/A	-38,568 Closed	0 $0
Q4 2017 Jan 24, 2018	BUY	N/A	1,268 Added 3.4%	38,568 $1.98 Million
Q3 2017 Oct 11, 2017	BUY	N/A	37,300	37,300 $1.99 Million

Others Institutions Holding XLU

# of Institutions

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Account

Prospera Financial Services Inc Utilities Sector Spdr Transaction History