A detailed history of Rise Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rise Advisors, LLC holds 50 shares of XLU stock, worth $3,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Holding current value
$3,964
% of portfolio
0.0%

Shares

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

Oct 11, 2024

BUY
$67.67 - $80.78 $3,383 - $4,039
50 New
50 $4,000
Q1 2024

Apr 09, 2024

BUY
$59.95 - $65.65 $59 - $65
1 Added 0.97%
104 $6,000
Q4 2023

Jan 10, 2024

BUY
$56.19 - $65.96 $56 - $65
1 Added 0.98%
103 $6,000
Q3 2023

Oct 10, 2023

SELL
$58.83 - $68.46 $2,353 - $2,738
-40 Reduced 28.17%
102 $6,000
Q2 2023

Jul 10, 2023

BUY
$64.34 - $69.97 $64 - $69
1 Added 0.71%
142 $9,000
Q1 2023

Apr 05, 2023

BUY
$63.7 - $72.08 $127 - $144
2 Added 1.44%
141 $9,000
Q4 2022

Jan 06, 2023

BUY
$61.52 - $72.67 $61 - $72
1 Added 0.72%
139 $0
Q3 2022

Oct 11, 2022

SELL
$65.51 - $78.12 $8,450 - $10,077
-129 Reduced 48.31%
138 $9,000
Q2 2022

Jul 28, 2022

BUY
$64.87 - $76.96 $11,027 - $13,083
170 Added 175.26%
267 $19,000
Q4 2021

Feb 24, 2022

BUY
$63.88 - $71.58 $6,196 - $6,943
97 New
97 $6.92 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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