A detailed history of Signature Estate & Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 4,379 shares of XLU stock, worth $342,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,379
Holding current value
$342,175
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$62.77 - $72.87 $274,869 - $319,097
4,379 New
4,379 $298,000
Q4 2023

Jan 26, 2024

SELL
$56.19 - $65.96 $228,861 - $268,655
-4,073 Reduced 50.6%
3,976 $252,000
Q3 2023

Oct 25, 2023

SELL
$58.83 - $68.46 $61.7 Million - $71.8 Million
-1,048,373 Reduced 99.24%
8,049 $475,000
Q2 2023

Jul 19, 2023

BUY
$64.34 - $69.97 $4.27 Million - $4.64 Million
66,345 Added 6.7%
1,056,422 $69.1 Million
Q1 2023

May 03, 2023

BUY
$63.7 - $72.08 $63.1 Million - $71.4 Million
990,077 New
990,077 $67 Million
Q1 2020

May 07, 2020

SELL
$44.93 - $70.98 $271,646 - $429,145
-6,046 Closed
0 $0
Q4 2019

Feb 06, 2020

SELL
$61.37 - $64.82 $297,214 - $313,923
-4,843 Reduced 44.48%
6,046 $0
Q3 2019

Oct 09, 2020

SELL
$62.5 - $64.93 $15,062 - $15,648
-241 Reduced 2.17%
10,889 $705,000
Q3 2019

Oct 31, 2019

SELL
$62.5 - $64.93 $85,062 - $88,369
-1,361 Reduced 10.9%
11,130 $721,000
Q2 2019

Aug 01, 2019

BUY
N/A
8,062 Added 182.03%
12,491 $745,000
Q1 2019

May 01, 2019

BUY
N/A
4,429 New
4,429 $258,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
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More about XLU
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