Second Half Financial Partners, LLC Utilities Sector Spdr Transaction History

Second Half Financial Partners, LLC

$129 Million
Q4 2024

A detailed history of Second Half Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 48,523 shares of XLU stock, worth $3.89 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

48,523

Previous 59,202 18.04%

Holding current value

$3.89 Million

Previous $4.78 Million 23.21%

% of portfolio

2.85%

Previous 2.93%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.89 - $82.93 $799,750 - $885,609	-10,679 Reduced 18.04%	48,523 $3.67 Million
Q3 2024 Nov 08, 2024	SELL	$67.67 - $80.78 $2.74 Million - $3.28 Million	-40,549 Reduced 40.65%	59,202 $4.78 Million
Q2 2024 Aug 08, 2024	BUY	$62.77 - $72.87 $2.42 Million - $2.81 Million	38,628 Added 63.2%	99,751 $6.8 Million
Q1 2024 May 09, 2024	BUY	$59.95 - $65.65 $341,175 - $373,614	5,691 Added 10.27%	61,123 $4.01 Million
Q4 2023 Feb 07, 2024	BUY	$56.19 - $65.96 $2.54 Million - $2.98 Million	45,200 Added 441.75%	55,432 $3.51 Million
Q3 2023 Nov 13, 2023	SELL	$58.83 - $68.46 $16.7 Million - $19.4 Million	-283,821 Reduced 96.52%	10,232 $602,000
Q3 2023 Nov 03, 2023	BUY	$58.83 - $68.46 $16.6 Million - $19.3 Million	281,811 Added 2302.0%	294,053 $17.3 Million
Q2 2023 Aug 07, 2023	BUY	$64.34 - $69.97 $76,371 - $83,054	1,187 Added 10.74%	12,242 $801,000
Q1 2023 May 11, 2023	SELL	$63.7 - $72.08 $3,567 - $4,036	-56 Reduced 0.5%	11,055 $748,000
Q4 2022 Feb 13, 2023	SELL	$61.52 - $72.67 $1,907 - $2,252	-31 Reduced 0.28%	11,111 $783,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $56,207 - $67,026	858 Added 8.34%	11,142 $730,000
Q1 2022 Sep 20, 2022	BUY	$65.03 - $74.54 $668,768 - $766,569	10,284 New	10,284 $659,000

Others Institutions Holding XLU

# of Institutions

1,543

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Second Half Financial Partners, LLC Utilities Sector Spdr Transaction History