Ritholtz Wealth Management Utilities Sector Spdr Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,655 shares of XLU stock, worth $206,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,655
Previous 2,831 6.22%
Holding current value
$206,479
Previous $214,000 3.27%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$74.7 - $80.27 $13,147 - $14,127
-176 Reduced 6.22%
2,655 $207,000
Q4 2024

Jan 14, 2025
BUY
$74.89 - $82.93 $1,947 - $2,156
26 Added 0.93%
2,831 $214,000
Q3 2024

Oct 10, 2024
BUY
$67.67 - $80.78 $189,814 - $226,587
2,805 New
2,805 $226,000
Q1 2024

Apr 24, 2024
SELL
$59.95 - $65.65 $133,388 - $146,071
-2,225 Reduced 40.26%
3,301 $216,000
Q4 2023

Jan 18, 2024
SELL
$56.19 - $65.96 $150,308 - $176,442
-2,675 Reduced 32.62%
5,526 $349,000
Q3 2023

Oct 13, 2023
BUY
$58.83 - $68.46 $482,464 - $561,440
8,201 New
8,201 $483,000

Others Institutions Holding XLU

# of Institutions
1,550
Shares Held
152M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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