Smart Wealth LLC Utilities Sector Spdr Transaction History

Smart Wealth LLC

  • $255 Billion
  • Q3 2024

A detailed history of Smart Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 29,434 shares of XLU stock, worth $2.29 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
29,434
Previous 18,885 55.86%
Holding current value
$2.29 Million
Previous $1.29 Billion 84.77%
% of portfolio
0.93%
Previous 0.52%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 13, 2024
BUY
$67.67 - $80.78 $713,850 - $852,148
10,549 Added 55.86%
29,434 $2.38 Billion
Q2 2024

Dec 13, 2024
BUY
$62.77 - $72.87 $754,118 - $875,460
12,014 Added 174.85%
18,885 $1.29 Billion
Q1 2024

Dec 13, 2024
BUY
$59.95 - $65.65 $411,916 - $451,081
6,871 New
6,871 $451 Million
Q3 2023

Dec 13, 2024
SELL
$58.83 - $68.46 $1.01 Million - $1.18 Million
-17,195 Closed
0 $0
Q2 2023

Dec 13, 2024
BUY
$64.34 - $69.97 $124,304 - $135,182
1,932 Added 12.66%
17,195 $1.13 Billion
Q1 2023

Dec 13, 2024
SELL
$63.7 - $72.08 $446,855 - $505,641
-7,015 Reduced 31.49%
15,263 $1.03 Billion
Q4 2022

Dec 13, 2024
BUY
$61.52 - $72.67 $1.37 Million - $1.62 Million
22,278 New
22,278 $1.57 Billion

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 Smart Wealth LLC Portfolio

Follow Smart Wealth 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 Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email