Sovereign Financial Group, Inc. Utilities Sector Spdr Transaction History

Sovereign Financial Group, Inc.

  • $374 Million
  • Q1 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,414 shares of XLU stock, worth $306,640. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,414
Previous 6,031 26.81%
Holding current value
$306,640
Previous $381,000 24.15%
% of portfolio
0.08%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$59.95 - $65.65 $96,939 - $106,156
-1,617 Reduced 26.81%
4,414 $289,000
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $111,424 - $130,798
1,983 Added 48.99%
6,031 $381,000
Q3 2023

Nov 03, 2023
BUY
$58.83 - $68.46 $3,412 - $3,970
58 Added 1.45%
4,048 $238,000
Q2 2023

Jul 31, 2023
BUY
$64.34 - $69.97 $256,716 - $279,180
3,990 New
3,990 $261,000

Others Institutions Holding XLU

# of Institutions
1,253
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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