A detailed history of Spire Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 73,956 shares of XLU stock, worth $6.13 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
73,956
Previous 76,545 3.38%
Holding current value
$6.13 Million
Previous $5.22 Million 14.55%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 15, 2024

SELL
$67.67 - $80.78 $175,197 - $209,139
-2,589 Reduced 3.38%
73,956 $5.97 Million
Q2 2024

Jul 31, 2024

SELL
$62.77 - $72.87 $472,846 - $548,929
-7,533 Reduced 8.96%
76,545 $5.22 Million
Q1 2024

Apr 24, 2024

BUY
$59.95 - $65.65 $17,925 - $19,629
299 Added 0.36%
84,078 $5.52 Million
Q4 2023

Feb 06, 2024

SELL
$56.19 - $65.96 $1.81 Million - $2.12 Million
-32,168 Reduced 27.74%
83,779 $5.31 Million
Q3 2023

Nov 08, 2023

BUY
$58.83 - $68.46 $854,446 - $994,313
14,524 Added 14.32%
115,947 $6.83 Million
Q2 2023

Aug 09, 2023

BUY
$64.34 - $69.97 $825,996 - $898,274
12,838 Added 14.49%
101,423 $6.64 Million
Q1 2023

May 09, 2023

BUY
$63.7 - $72.08 $1.27 Million - $1.43 Million
19,891 Added 28.96%
88,585 $6 Million
Q4 2022

Feb 03, 2023

BUY
$61.52 - $72.67 $229,838 - $271,495
3,736 Added 5.75%
68,694 $4.84 Million
Q3 2022

Nov 07, 2022

SELL
$65.51 - $78.12 $83,394 - $99,446
-1,273 Reduced 1.92%
64,958 $4.26 Million
Q2 2022

Jul 22, 2022

BUY
$64.87 - $76.96 $3.22 Million - $3.82 Million
49,592 Added 298.05%
66,231 $4.65 Million
Q1 2022

Apr 18, 2022

SELL
$65.03 - $74.54 $1.04 Million - $1.19 Million
-15,986 Reduced 49.0%
16,639 $1.24 Million
Q4 2021

Jan 14, 2022

BUY
$63.88 - $71.58 $966,185 - $1.08 Million
15,125 Added 86.43%
32,625 $2.34 Million
Q3 2021

Oct 22, 2021

SELL
$63.56 - $70.07 $440,597 - $485,725
-6,932 Reduced 28.37%
17,500 $1.12 Million
Q2 2021

Jul 26, 2021

SELL
$63.23 - $67.72 $752,184 - $805,597
-11,896 Reduced 32.75%
24,432 $1.55 Million
Q1 2021

May 21, 2021

BUY
$58.36 - $64.15 $2.12 Million - $2.33 Million
36,328 New
36,328 $2.25 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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