Smart Wealth LLC Utilities Sector Spdr Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 14,056 shares of XLU stock, worth $1.08 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

14,056

Previous 29,434 52.25%

Holding current value

$1.08 Million

Previous $2.38 Billion 55.25%

% of portfolio

0.38%

Previous 0.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$74.89 - $82.93 $1.15 Million - $1.28 Million	-15,378 Reduced 52.25%	14,056 $1.06 Billion
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

1,480

Shares Held

160M

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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