A detailed history of Smith Anglin Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Smith Anglin Financial, LLC holds 4,224 shares of XLU stock, worth $344,044. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,224
Previous 6,427 34.28%
Holding current value
$344,044
Previous $437,000 21.97%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 07, 2024

SELL
$67.67 - $80.78 $149,077 - $177,958
-2,203 Reduced 34.28%
4,224 $341,000
Q2 2024

Jul 10, 2024

SELL
$62.77 - $72.87 $11,612 - $13,480
-185 Reduced 2.8%
6,427 $437,000
Q1 2024

Apr 24, 2024

BUY
$59.95 - $65.65 $396,389 - $434,077
6,612 New
6,612 $434,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Smith Anglin Financial, LLC Portfolio

Follow Smith Anglin Financial, 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 Smith Anglin Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith Anglin Financial, LLC with notifications on news.