Second Half Financial Partners, LLC Utilities Sector Spdr Transaction History

Second Half Financial Partners, LLC

  • $163 Million
  • Q3 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 59,202 shares of XLU stock, worth $4.52 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
59,202
Previous 99,751 40.65%
Holding current value
$4.52 Million
Previous $6.8 Million 29.65%
% of portfolio
2.93%
Previous 6.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email