Resonant Capital Advisors, LLC Utilities Sector Spdr Transaction History

Resonant Capital Advisors, LLC

  • $1.22 Billion
  • Q2 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 13,465 shares of XLU stock, worth $1.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,465
Previous 10,000 34.65%
Holding current value
$1.08 Million
Previous $656,000 39.79%
% of portfolio
0.08%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$62.77 - $72.87 $217,498 - $252,494
3,465 Added 34.65%
13,465 $917,000
Q1 2023

Apr 21, 2023
SELL
$63.7 - $72.08 $218,427 - $247,162
-3,429 Reduced 25.53%
10,000 $676,000
Q4 2022

Jan 23, 2023
BUY
$61.52 - $72.67 $210,952 - $249,185
3,429 Added 34.29%
13,429 $0
Q1 2022

Apr 19, 2022
SELL
$65.03 - $74.54 $10,925 - $12,522
-168 Reduced 1.65%
10,000 $755,000
Q4 2021

Jan 26, 2022
BUY
$63.88 - $71.58 $10,731 - $12,025
168 Added 1.68%
10,168 $728,000
Q4 2019

Feb 18, 2020
BUY
$61.37 - $64.82 $613,700 - $648,199
10,000 New
10,000 $646,000

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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