Sowell Financial Services LLC Utilities Sector Spdr Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sowell Financial Services LLC holds 23,164 shares of XLU stock, worth $1.84 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,164
Previous 13,898 66.67%
Holding current value
$1.84 Million
Previous $947,000 97.57%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Oct 04, 2024
BUY
$67.67 - $80.78 $627,030 - $748,507
9,266 Added 66.67%
23,164 $1.87 Million
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $5,209 - $6,048
-83 Reduced 0.59%
13,898 $947,000
Q1 2024

May 03, 2024
SELL
$59.95 - $65.65 $661,128 - $723,988
-11,028 Reduced 44.1%
13,981 $917,000
Q4 2023

Jan 24, 2024
BUY
$56.19 - $65.96 $195,653 - $229,672
3,482 Added 16.18%
25,009 $1.58 Million
Q3 2023

Nov 08, 2023
SELL
$58.83 - $68.46 $59,947 - $69,760
-1,019 Reduced 4.52%
21,527 $1.27 Million
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $406,628 - $442,210
6,320 Added 38.95%
22,546 $1.48 Million
Q1 2023

May 12, 2023
SELL
$63.7 - $72.08 $1.12 Million - $1.26 Million
-17,547 Reduced 51.96%
16,226 $1.1 Million
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $405,232 - $478,677
6,587 Added 24.23%
33,773 $2.38 Million
Q3 2022

Nov 15, 2022
BUY
$65.51 - $78.12 $1.78 Million - $2.12 Million
27,186 New
27,186 $1.78 Million
Q2 2021

Aug 05, 2021
SELL
$63.23 - $67.72 $1.35 Million - $1.45 Million
-21,347 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$58.36 - $64.15 $122,672 - $134,843
2,102 Added 10.92%
21,347 $1.41 Million
Q4 2020

Jan 13, 2021
SELL
$59.98 - $66.76 $75,574 - $84,117
-1,260 Reduced 6.14%
19,245 $1.21 Million
Q3 2020

Nov 12, 2020
BUY
$56.7 - $61.49 $87,771 - $95,186
1,548 Added 8.17%
20,505 $1.22 Million
Q2 2020

Aug 13, 2020
SELL
$51.79 - $62.83 $2.51 Million - $3.05 Million
-48,549 Reduced 71.92%
18,957 $1.07 Million
Q1 2020

May 12, 2020
BUY
$44.93 - $70.98 $2.09 Million - $3.3 Million
46,433 Added 220.34%
67,506 $2.2 Million
Q4 2019

Feb 07, 2020
SELL
$61.37 - $64.82 $56,460 - $59,634
-920 Reduced 4.18%
21,073 $0
Q3 2019

Nov 14, 2019
SELL
$62.5 - $64.93 $617,562 - $641,573
-9,881 Reduced 31.0%
21,993 $1.42 Million
Q1 2019

May 15, 2019
BUY
N/A
13,588 Added 74.31%
31,874 $0
Q4 2018

Mar 05, 2019
BUY
N/A
18,286 New
18,286 $968,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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