Silverlake Wealth Management LLC Utilities Sector Spdr Transaction History

Silverlake Wealth Management LLC

$264 Billion
Q3 2024

A detailed history of Silverlake Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 10,786 shares of XLU stock, worth $824,913. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,786

Previous 8,940 20.65%

Holding current value

$824,913

Previous $609 Million 43.03%

% of portfolio

0.33%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$67.67 - $80.78 $124,918 - $149,119	1,846 Added 20.65%	10,786 $871 Million
Q2 2024 Aug 02, 2024	BUY	$62.77 - $72.87 $64,464 - $74,837	1,027 Added 12.98%	8,940 $609 Million
Q1 2024 Apr 18, 2024	SELL	$59.95 - $65.65 $326,068 - $357,070	-5,439 Reduced 40.74%	7,913 $519 Million
Q4 2023 Jan 22, 2024	BUY	$56.19 - $65.96 $241,673 - $283,693	4,301 Added 47.52%	13,352 $846 Million
Q3 2023 Oct 10, 2023	SELL	$58.83 - $68.46 $27,591 - $32,107	-469 Reduced 4.93%	9,051 $533 Million
Q2 2023 Jul 25, 2023	BUY	$64.34 - $69.97 $612,516 - $666,114	9,520 New	9,520 $623 Million
Q1 2022 Apr 06, 2023	BUY	$65.03 - $74.54 $10,729 - $12,299	165 Added 5.63%	3,096 $231 Million
Q4 2021 Apr 06, 2023	BUY	$63.88 - $71.58 $187,232 - $209,800	2,931 New	2,931 $210 Million

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

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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Silverlake Wealth Management LLC Utilities Sector Spdr Transaction History