South Shore Capital Advisors Utilities Sector Spdr Transaction History

South Shore Capital Advisors

  • $42.9 Million
  • Q3 2022

A detailed history of South Shore Capital Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, South Shore Capital Advisors holds 7,844 shares of XLU stock, worth $592,849. This represents 1.2% of its overall portfolio holdings.

Number of Shares
7,844
Previous 3,844 104.06%
Holding current value
$592,849
Previous $270,000 90.37%
% of portfolio
1.2%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 17, 2022
BUY
$65.51 - $78.12 $262,040 - $312,480
4,000 Added 104.06%
7,844 $514,000
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $23,353 - $27,705
360 Added 10.33%
3,844 $270,000
Q1 2022

Apr 19, 2022
BUY
$65.03 - $74.54 $17,232 - $19,753
265 Added 8.23%
3,484 $259,000
Q1 2021

May 07, 2021
BUY
$58.36 - $64.15 $187,860 - $206,498
3,219 New
3,219 $206,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
168M
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 South Shore Capital Advisors Portfolio

Follow South Shore Capital Advisors 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 South Shore Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on South Shore Capital Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email