Schneider Downs Wealth Management Advisors, LP Utilities Sector Spdr Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Utilities Sector Spdr stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,235 shares of XLU stock, worth $265,011. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,235
Previous 2,957 9.4%
Holding current value
$265,011
Previous $223,000 14.35%
% of portfolio
0.05%
Previous 0.04%

Shares

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

May 13, 2025
BUY
$74.7 - $80.27 $20,766 - $22,315
278 Added 9.4%
3,235 $255,000
Q4 2024

Feb 04, 2025
SELL
$74.89 - $82.93 $85,749 - $94,954
-1,145 Reduced 27.91%
2,957 $223,000
Q4 2022

Feb 01, 2023
SELL
$61.52 - $72.67 $615 - $726
-10 Reduced 0.24%
4,102 $289,000
Q3 2022

Oct 26, 2022
SELL
$65.51 - $78.12 $917 - $1,093
-14 Reduced 0.34%
4,112 $269,000
Q2 2022

Jul 13, 2022
SELL
$64.87 - $76.96 $324 - $384
-5 Reduced 0.12%
4,126 $289,000
Q1 2022

May 02, 2022
SELL
$65.03 - $74.54 $325 - $372
-5 Reduced 0.12%
4,131 $308,000
Q4 2021

Jan 31, 2022
SELL
$63.88 - $71.58 $63 - $71
-1 Reduced 0.02%
4,136 $296,000
Q3 2021

Oct 14, 2021
BUY
$63.56 - $70.07 $572 - $630
9 Added 0.22%
4,137 $264,000
Q1 2021

Apr 26, 2021
BUY
$58.36 - $64.15 $525 - $577
9 Added 0.22%
4,128 $264,000
Q4 2020

Jan 21, 2021
BUY
$59.98 - $66.76 $59 - $66
1 Added 0.02%
4,119 $258,000
Q3 2020

Oct 14, 2020
BUY
$56.7 - $61.49 $907 - $983
16 Added 0.39%
4,118 $245,000
Q3 2017

Oct 11, 2017
BUY
N/A
4,102
4,102 $218,000

Others Institutions Holding XLU

# of Institutions
1,572
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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